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SPECIFICTION
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OneVest CRM

onevest.com

WebAPI
Visit onevest.com
Spec score 6.9 #26 of 28 in Financial Services CRM Software

Spec sheet

Purpose
OneVest CRM is purpose-built for wealth management advisors and operations teams.Read 2 Oct 2026 · onevest.com
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.Read 2 Oct 2026 · onevest.com
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.Read 2 Oct 2026 · onevest.com
Headquarters
Toronto, CanadaRead 28 Sep 2026 · onevest.com
AI assistant
Its AI can answer questions across client history, summarize activity, suggest next actions, and extract document data to pre-fill workflows.Read 2 Oct 2026 · onevest.com
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.Read 2 Oct 2026 · onevest.com
Client records
It provides unified client and household records with custom tagging, net worth tracking, custom fields, and relationship mapping.Read 2 Oct 2026 · onevest.com
Delivery
The platform lists Web App, Mobile App, and API Only delivery options.Read 2 Oct 2026 · onevest.com
Document integrations
Document management includes secure file storage with Google Drive and Dropbox integrations.Read 2 Oct 2026 · onevest.com
Email and calendar
The CRM syncs with Outlook and Gmail and supports two-way Outlook and Google Calendar sync.Read 2 Oct 2026 · onevest.com
Languages and currencies
The CRM lists USD, CAD, AED, GBP, and EUR currencies, with English, French, Arabic, and Spanish localization.Read 2 Oct 2026 · onevest.com
Pipeline and tasks
It includes a visual kanban pipeline for prospects and collaborative tasks linked to clients and owners.Read 2 Oct 2026 · onevest.com
Who it serves
OneVest says it serves RIAs, RIA aggregators, independent broker-dealers, asset managers, banks, and insurance companies.Read 2 Oct 2026 · onevest.com

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

Every OneVest CRM plan and price →

Where Specifiction places it

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