OneVest CRM

6.1easy start · #18 of 28
in Financial Services CRM Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on api, Web.

Visit site Alternatives

OneVest CRM is ranked #18 of 28 in financial services CRM software on The Geeks Club. 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

See all 20

Zoho CRM 0 of 4 in the starter kit Lesson 17.9 AdvisorCRM 0 of 4 in the starter kit Lesson 26.9 Total Expert 0 of 4 in the starter kit Lesson 36.9 Creatio CRM 0 of 4 in the starter kit Lesson 46.8 Pega CRM 0 of 4 in the starter kit Lesson 56.8 Salesforce Financial Services Cloud 0 of 4 in the starter kit Lesson 66.7

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 The Geeks Club

Best Financial Services CRM Software in 2026#18 of 28

Is OneVest CRM yours?

Claim it for free: prove the domain, then correct facts, plans and screenshots. An editor reviews every change.

Claim it free Promote OneVest CRM

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