OneVest CRM

Input—per 1M tokens

Output—per 1M tokens

Context—tokens

WeightsClosed

About

OneVest CRM is ranked #4 of 27 in financial services CRM software on Inferse. It runs on API, Web.

Compared on financial services CRM software

Compliance workflows: Yesonevest.com
Opportunity management: Yesonevest.com
Client portal: Yesonevest.com
Audit trail: Yesonevest.com
Deployment: cloudonevest.com
Email and calendar sync: Yesonevest.com

Facts

Purpose: OneVest CRM is purpose-built for wealth management advisors and operations teams.onevest.com · 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 · 2 Oct 2026
Email and calendar: The CRM syncs with Outlook and Gmail and supports two-way Outlook and Google Calendar sync.onevest.com · 2 Oct 2026
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 · 2 Oct 2026
Pipeline and tasks: It includes a visual kanban pipeline for prospects and collaborative tasks linked to clients and owners.onevest.com · 2 Oct 2026
Document integrations: Document management includes secure file storage with Google Drive and Dropbox integrations.onevest.com · 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 · 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 · 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 · 2 Oct 2026
Delivery: The platform lists Web App, Mobile App, and API Only delivery options.onevest.com · 2 Oct 2026
Who it serves: OneVest says it serves RIAs, RIA aggregators, independent broker-dealers, asset managers, banks, and insurance companies.onevest.com · 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 · 2 Oct 2026