Elevate your investment client experience with a digital, more seamless start to the investor journey.
Onboard in Minutes
Effortlessly create client accounts. Collect and maintain Know Your Customer (KYC) details, and seamlessly bring aboard your clients with more efficiency at scale.
Tailor to your Organization
Customize your onboarding using OneVest pre-built templates. Apply your own questions, terminology, and branding in a few simple steps.
Features Include
Automatic ID Verification
ID verification can be performed through API plugins to third party tools. Advisors can also opt to perform in-person verification and capture all required information.
Roles and Permissions
Set up who can complete each step in a process to allow multiple people to have input. For example, you can set up client, advisor, and compliance manager steps.
Compliance Oversight
Manage your business as it grows. Centralized tools monitor all the onboarding workflows and new accounts being opened across the entire business.
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