Effortless client data management for RIAs
RIAs of all sizes use OneAdvisory to collect, structure, and sync client data across their tech stack. Software providers can easily connect and contribute to a client's digital profile so that client data stays up-to-date everywhere.
Instantly create a client’s digital profile without manual data entry.
Instant new client onboarding
Upload a few documents and we’ll immediately create your client and household profile spanning biographical, contact, and financial information.
Migrate existing clients seamlessly
Bulk transfer all of your existing client data into OneAdvisory in seconds.
Onboard and sync client data across all your favorite tools.
Easy, flexible account opening
Open multiple brokerage accounts for multiple clients at the same time. Pre-schedule funding, and we’ll alert you when the account is opened and ready-to-go.
Sync client data across your tech stack
Automatically sync client data to your CRM, financial planning tool, and proposal software. Updates in OneAdvisory are automatically sync’d across all linked tools.
Designed for developers
Software providers can easily connect and contribute to OneAdvisory’s digital client profile with our simple API.
Organizational complexity is simple for us.
Customizable company-wide access controls
Configure access to accounts and features across all levels of your organization with roles, teams, and permissions.
Safe and secure
OneAdvisory is built to the highest security standards, including bank-grade AES 256-bit encryption and SOC2 compliance.
OneAdvisory works with all of your favorite tools.
Keep using your existing product suite of performance reporting, billing, investment management, and CRM products. OneAdvisory’s integrations will keep all of your client data in sync.
