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OneVest offers no-code configuration for tailored workflows and branding, built-in scalability to grow with your firm, and universal orchestration to unify systems and data. Accelerate time-to-value with fast implementation and adoption, enabling teams to serve clients faster.
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OneVest gives you the flexibility to scale and adapt your wealth management platform as your firm evolves. Designed to meet both current business needs and future demands - tailored for today, built for tomorrow.
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OneVest’s end-to-end platform transforms the investor lifecycle by digitizing acquisition through ongoing management. Its modular design lets you choose features like onboarding, portfolio management, or client portals, seamlessly integrating with your existing tech stack for scalable growth.
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Leverage open architecture with robust APIs for deep customization and full wealth management functionality. Seamlessly integrate OneVest’s solutions with first- and third-party systems, connecting to your existing infrastructure for a cohesive, efficient ecosystem.
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OneVest’s ‘Next Best Action’ feature uses advanced AI to analyze client data and deliver real-time, intelligent recommendations, enhancing client engagement and streamlining advisory workflows for timely, personalized interactions.
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This feature offers timely, data-driven recommendations that help advisors anticipate client needs, optimize decisions, and strengthen relationships, transforming financial planning, compliance, and client communication for better daily interactions.
Product Description
About this Product
OneVest modernizes wealth management with a unified, end-to-end digital platform:
- Digital Onboarding: Deliver secure, seamless onboarding tailored to your firm’s unique workflow.
- Account Opening: Fast, compliant account opening with workflows, integrations, and controls.
- Client Management: Deliver exceptional client service efficiently and compliantly.
About OneVest
OneVest is a financial technology company on a mission to modernize how wealth is managed. We provide an end-to-end wealth management platform that includes a unified client and advisor experience, onboarding, reporting, portfolio management, and more. OneVest’s modular, open architecture integrates seamlessly with internal and third-party systems, allowing you to address specific gaps based on your unique needs. Backed by leading investors, including Salesforce Ventures, Deloitte Ventures, Allianz Life Ventures, TIAA Ventures, OMERS Ventures and others, OneVest is at the forefront of innovation in wealth management.
OneVest provides you the flexibility to scale and adapt your wealth management platform as your firm evolves. A system tailored for today and built for tomorrow, future-proofed and ready to evolve at the pace of the market.
Product Details
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Category
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.