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On the recordRead 2 Oct 202613 facts
OneVest CRM
Toronto, Canada
Plans and prices
OneVest CRM
Priced on request
Included for every OneVest customer · built into Advisor and Operations Workspaces
Read 2 Oct 2026 · onevest.com
On the record
- AI assistant
- Its AI can answer questions across client history, summarize activity, suggest next actions, and extract document data to pre-fill workflows.onevest.com · read 2 Oct 2026
- AI data handling
- The product page says sensitive details are anonymized before data reaches the AI model and client data is not used to train public AI models.onevest.com · read 2 Oct 2026
- Client records
- It provides unified client and household records with custom tagging, net worth tracking, custom fields, and relationship mapping.onevest.com · read 2 Oct 2026
- Compliance
- OneVest states it is SOC 2 Type II certified and provides end-to-end encryption, role-based access controls, and an audit trail on every action.onevest.com · read 2 Oct 2026
- Delivery
- The platform lists Web App, Mobile App, and API Only delivery options.onevest.com · read 2 Oct 2026
- Document integrations
- Document management includes secure file storage with Google Drive and Dropbox integrations.onevest.com · read 2 Oct 2026
- Email and calendar
- The CRM syncs with Outlook and Gmail and supports two-way Outlook and Google Calendar sync.onevest.com · read 2 Oct 2026
- Languages and currencies
- The CRM lists USD, CAD, AED, GBP, and EUR currencies, with English, French, Arabic, and Spanish localization.onevest.com · read 2 Oct 2026
- Pipeline and tasks
- It includes a visual kanban pipeline for prospects and collaborative tasks linked to clients and owners.onevest.com · read 2 Oct 2026
- Purpose
- OneVest CRM is purpose-built for wealth management advisors and operations teams.onevest.com · read 2 Oct 2026
- Support
- OneVest offers platform demos, solution walkthroughs, technical integration scoping, and compliance and security documentation, and says it responds to inquiries within one business day.onevest.com · read 2 Oct 2026
- Who it serves
- OneVest says it serves RIAs, RIA aggregators, independent broker-dealers, asset managers, banks, and insurance companies.onevest.com · read 2 Oct 2026
