OneVest Client Portal screen on desktop

The Client Portal, Personalized 

Attract and retain investors with a client portal
that can be completely tailored to them. 

Tailor the Experience Yourself

You don't need to know code to configure the OneVest Client Portal. Advisors can create the exact experience they want for each client segment, or right down to the individual client. With OneVest, you change text or drag and drop options. Make changes in seconds, so you can focus on what matters: your clients. 

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woman's hand holding a phone

Seamless Branding

The OneVest Client Portal can be truly white-labelled by either changing the entire look and feel to reflect your brand, or fully embedding it within your existing application.  

Other Features Include

 

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Onboard Clients
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. 

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Control the Client Experience

You decide how much or how little the client can do—whether it's opening new accounts, making withdraws or deposits, or what metrics they have available.

Client portal

Real-time
Information

Give clients access to their balance, performance and holdings at anytime. View historical trends and data or access tax documents and statements. 

Ready to Learn More?
Request a Demo

For more information, visit onevest.com