The whole wealth picture
Review investments, property, cash and other assets together. Explore allocation, currencies and liquidity across client portfolios.
AI-NATIVE WEALTH PLATFORM
Turn your entire wealthinto actionable intelligence
OneBoard unifies your assets and uses AI to continuously analyze your wealth, uncover risks and opportunities, and surface the decisions that deserve attention.
- Multiple AI perspectives. One investment view.
- Continuous analysis of risk, allocation and opportunities
- Personalized insights for better decisions
All assets. One view. OneBoard.
Connect your financial accounts and assets — across institutions, ownership structures and asset classes.
01 / THE PLATFORMA shared foundation for your practice
Complex wealth.
Connected thinking.
Move from individual accounts to a complete client perspective. OneBoard brings the advisor workspace and client experience together around the same financial picture.
Context for every decision
Bring portfolio analytics and AI-assisted research into the same workspace, so you can investigate what matters before making a recommendation.
A closer client connection
Give clients a consolidated asset view and a clear place to receive your recommendations. Keep the conversation connected to their wider wealth.
02 / AI INTELLIGENCEAvailable and upcoming capabilities
More perspectives.
Sharper questions.
An AI engine designed to support your investment process: surface portfolio questions, compare model perspectives and help you prepare a considered response.
Find the clients behind the headline.
Investigate which portfolios hold assets exposed to a market event, sector or region. Turn a broad question into a focused review.
Give investment ideas a second perspective.
Bring multiple AI models into the analysis and cross-check conflicting outputs. The results support your professional review and judgement.
Keep portfolio changes in view.
Portfolio monitoring helps surface changes and potential rebalancing needs, so you can prioritise client follow-up.
DATA BOUNDARIES
External models work with de-identified inputs. Personal and confidential information is handled within OneBoard’s internal engine. Cross-model review supports verification; it does not guarantee error-free results.
03 / WEALTH EXPERIENCEYour expertise, closer to your clients
Their wealth.
Your insight.
One connection.
Give clients a clearer understanding of what they own, how their assets fit together and what you recommend next.
Data refresh rates vary by asset and source. AI-assisted estimates should be distinguished from confirmed market data.
Explore our platform and upcoming AI capabilities in a tailored demonstration. Availability varies by feature and integration.