Who It's For

Built for wealth management professionals atRegistered Investment Advisors (RIAs), Independent Broker-Dealers (IBDs), Investment Counsel and Portfolio Managers (ICPMs), and Bank Wealth Teams

01 / ADVISOR

For the advisor

A shared client picture, Pulse for daily follow-ups, and AI that helps you prepare for the next conversation — all in one workspace.

Client and opportunity management
Pulse, inbox and tasks
AI that helps find context and prepare for meetings

02 / CLIENT

For the client

A digital connection to your firm — web, mobile, messaging and document sharing — that keeps the relationship moving between meetings.

Client web and mobile experience
Client messaging and document sharing
A clear digital route back to their advisor and the firm

03 / HOME OFFICE

For the home office

Firm-wide oversight — team structure, communication controls, and coordinated workflows across onboarding, servicing, and custodian operations.

Teams and firm structure
Communication oversight and controls
Configurable workflows and custodian operations

Why wealth management firms choose OneVest

A single pane of glass

Bring client data, activity, and follow-ups from across your systems into one connected view — no more switching tools to get the full picture.

Pulse communication

Keep conversations, activity and follow-ups connected across your team - with Slack and Teams built in, and an agent to search, ask, assign, and act on work alongside you

AI within daily work

Find context, prepare for conversations, and take supported actions within the platform.

OneVest's published Supervision controls let firms assign role-based permissions and designated reviewers. Gated workflow steps stay locked until approval, and sign-offs are recorded with timestamps.

Read the published controls

Control availability depends on your package and workflow configuration.

See how OneVest fits your firm.

Book a demo Meet our customers