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OneVest CRM
What OneVest CRM is
OneVest CRM is cloud-based CRM software purpose-built for wealth management advisors and operations teams. It brings client and household records together with custom fields, tagging, net worth tracking, and relationship mapping. Teams can manage prospects in a visual kanban pipeline and assign collaborative tasks linked to clients and owners. The CRM syncs with Outlook and Gmail, and supports two-way calendar sync with Outlook and Google Calendar. Its AI assistant can answer questions across client history, summarize activity, suggest next actions, and extract document data to pre-fill workflows. Secure file storage integrates with Google Drive and Dropbox. OneVest lists USD, CAD, AED, GBP, and EUR currencies, and English, French, Arabic, and Spanish localization. It says sensitive details are anonymized before reaching the AI model and client data is not used to train public AI models. OneVest states the CRM is SOC 2 Type II certified, with end-to-end encryption, role-based access controls, and an audit trail on every action. Delivery options include web app, mobile app, and API only. Pricing is on request; the CRM is included for every OneVest customer.
Who it suits
It suits wealth management advisors and operations teams at RIAs, broker-dealers, asset managers, banks, and insurance companies. Teams seeking a CRM with compliance workflows, opportunity management, or a client portal may find its listed features relevant.
What it does well
- Unified client and household records
- Two-way calendar sync with Outlook and Google
- AI can summarize activity and suggest next actions
- Integrates file storage with Google Drive and Dropbox
- SOC 2 Type II certification stated by OneVest
What to know first
- Pricing is available on request
- CRM is included for OneVest customers
Limits
The CRM is included for every OneVest customer and built into Advisor and Operations Workspaces. Pricing for the product is available on request.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| OneVest CRM | Included for every OneVest customer · built into Advisor and Operations Workspaces | On request |
As onevest.com lists them, read 2 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the OneVest CRM website.
- Request a platform demo or solution walkthrough.
- Discuss technical integration scoping and compliance or security documentation with OneVest.
- Choose a listed delivery option: Web App, Mobile App, or API Only.
Verdict
OneVest CRM combines client records, pipeline and task management, integrations, and AI assistance for wealth management teams. Its listed delivery options and security features may suit organizations assessing CRM workflows, with pricing requiring an inquiry.
Questions
How much does OneVest CRM cost?
The CRM is included for every OneVest customer and built into Advisor and Operations Workspaces. Pricing is available on request.
What platforms and delivery options does it support?
OneVest lists Web App, Mobile App, and API Only delivery options. The platform is cloud-based.
Which email and calendar services does it connect with?
It syncs with Outlook and Gmail, and supports two-way calendar sync with Outlook and Google Calendar.
Which languages and currencies are listed?
Localization includes English, French, Arabic, and Spanish. Listed currencies are USD, CAD, AED, GBP, and EUR.
What does OneVest say about AI data handling and security?
OneVest says sensitive details are anonymized before reaching the AI model and client data is not used to train public AI models. It states that the product is SOC 2 Type II certified and provides end-to-end encryption, role-based access controls, and an audit trail on every action.
Who does OneVest CRM serve?
OneVest says it serves RIAs, RIA aggregators, independent broker-dealers, asset managers, banks, and insurance companies.
Facts from OneVest CRM's own pages
- 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
- 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
- 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
- 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
- Document integrations
- Document management includes secure file storage with Google Drive and Dropbox integrations. · 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
- Headquarters
- Toronto, Canada · onevest.com, 28 Sept 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
- Pipeline and tasks
- It includes a visual kanban pipeline for prospects and collaborative tasks linked to clients and owners. · onevest.com, 2 Oct 2026
- Purpose
- OneVest CRM is purpose-built for wealth management advisors and operations teams. · 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
- Who it serves
- OneVest says it serves RIAs, RIA aggregators, independent broker-dealers, asset managers, banks, and insurance companies. · onevest.com, 2 Oct 2026
Where OneVest CRM stands on Freedom251
- Financial Services CRM Software#24 of 28