No. 9 of 28 ·Financial Services CRM Software

OneVest CRM

Web · API

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Freedom report

One barScore 5.3

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely1 of 6 device platforms
DocumentedPlans, terms and facts published

OneVest CRM is ranked #9 of 28 in financial services CRM software on Freedom251. It runs on API, Web.

OneVest CRM plans and pricing

All plans

OneVest CRM Not published Included for every OneVest customer · built into Advisor and Operations Workspaces onevest.com · 2 Oct 2026

Compared on financial services CRM software

Compliance workflows: Yes
Opportunity management: Yes
Client portal: Yes
Audit trail: Yes
Deployment: cloud
Email and calendar sync: Yes

Best OneVest CRM alternatives

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The record

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

Where it ranks on Freedom251

Best Financial Services CRM Software in 2026#9 of 28

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Sources

onevest.com/products/crm· checked 2 Oct 2026
onevest.com/platform· checked 2 Oct 2026
onevest.com/about-onevest· checked 2 Oct 2026
onevest.com/contact-us· checked 2 Oct 2026