OneVest CRM

What OneVest CRM is

OneVest CRM is paid, cloud-based CRM software built for wealth management advisors and operations teams. It combines client and household records with custom fields, tagging, net worth tracking, and relationship mapping. Advisors can manage prospects in a visual kanban pipeline, assign collaborative tasks, and link work to clients and owners. Email sync works with Outlook and Gmail, and calendar sync supports two-way connections with Outlook and Google Calendar. The AI assistant can answer questions about client history, summarize activity, recommend next actions, and extract document data for workflows. File storage integrates with Google Drive and Dropbox. Listed currencies are USD, CAD, AED, GBP, and EUR; localization includes English, French, Arabic, and Spanish. 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 includes end-to-end encryption, role-based access controls, and an audit trail for every action. Delivery options listed are Web App, Mobile App, and API Only. The CRM is included for every OneVest customer and built into Advisor and Operations Workspaces; no separate price is listed.