OneVest CRM
OneVest CRM: A collaborative wealth CRM connecting household data, workflows, communications, and compliance. Ranked #16 of 28 in Financial Services CRM Software by our editors (7.5/10); pricing: Pricing on request; best for modern wealth teams prioritizing collaboration.
At a glance
- Editor score7.5 / 10
- PricingPricing on request
- Best forModern wealth teams prioritizing collaboration
- Compliance workflowsYes
- Facts checked20 Sep 2026
Where it wins
- Unified household, relationship, and net-worth records
- Email, calendar, document, and wealth-platform integrations
- Compliance workflows, approvals, and audit trails
Where it doesn't
- Pricing requires contacting sales
- Broad functionality may exceed simple CRM needs
- AI meeting support depends on connected client activity
Our verdict on OneVest CRM
OneVest CRM is a cloud-based customer relationship management product for wealth management firms, advisors, and operations teams. It brings client and household records, relationship mapping, net-worth tracking, communications, tasks, opportunities, documents, collaboration, and compliance workflows into one system. The product supports independent advisors through enterprise wealth organizations and can operate as a native CRM or connect with an existing CRM.
Its strongest fit is collaboration across wealth teams. Outlook and Gmail synchronization can log email activity, while two-way Outlook and Google Calendar synchronization connects scheduling with client records. Microsoft Teams, Google Drive, Dropbox, Salesforce, Envestnet, Charles Schwab, and Aviso Wealth integrations extend the platform across communication, document management, CRM, and wealth-management workflows. AI-assisted meeting preparation and activity summaries add support for preparing conversations and reviewing client activity. Kanban opportunity management, task assignment, prioritization, and contextual team messaging give teams structured ways to coordinate work.
Compliance and operational control are central to the product’s scope. Workflows include approvals and audit trails, while secure document storage connects with Google Drive and Dropbox. These capabilities make OneVest more suitable for firms that need shared context and documented processes than for teams seeking only basic contact management. Pricing follows a contact-sales model, and OneVest describes CRM as included with its broader platform. Choose OneVest when household-level insight, collaboration, integrations, and compliance workflows matter together. A simpler CRM may be a better fit for teams that do not need wealth-management data, opportunity tracking, or controlled operational workflows.
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OneVest CRM pricing
OneVest CRM fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Compliance workflows | Yes |
| Opportunity management | Yes |
| Client portal | Yes |
| Audit trail | Yes |
| Deployment | Cloud |
| Email and calendar sync | Yes |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, SSO/SAML |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 10 integrations: Outlook, Gmail, Google Calendar, Microsoft Teams, Google Drive, Dropbox … |
| Pricing | Pricing on request |
| Website | onevest.com |
| Facts checked | 20 Sep 2026 |
OneVest CRM integrations
OneVest CRM lists 10 integrations on its own site.
- Outlook
- Gmail
- Google Calendar
- Microsoft Teams
- Google Drive
- Dropbox
- Salesforce
- Envestnet
- Charles Schwab
- Aviso Wealth
Alternatives to OneVest CRM
- Salesforce Financial Services CloudA financial-services CRM with deep workflows, compliance controls, and enterprise pricing.9.3
- Zoho CRMFlexible CRM coverage at a low entry price, with limited financial-services specialization.9.0
- Creatio CRMA broad, configurable CRM for teams that need cross-functional automation.8.9
See all OneVest CRM alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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