Dedicated accounts
Give every client their own account and IBAN, so funds are never mixed and every balance answers to exactly one relationship.
Built for businesses that hold money for others.
When one business serves many clients, money management multiplies: separate balances, separate obligations, separate reporting. OneVault Client Accounts give each client relationship its own account — with your team's oversight across all of them.
Client accounts
Designed for the teams behind every client
Your Client Account serves as a centralized hub for managing all your financial activities with OneVault. From viewing transaction histories and monitoring balances to updating personal details and setting preferences, everything you need is accessible in one secure, intuitive dashboard designed to keep you in full control.
Team permissions
Assign relationship managers and finance staff to the clients they handle — each person sees and does only what their role allows.
Instant reconciliation
With one account per client, statements map to relationships automatically. Month-end stops being a matching exercise.
Client operations
Every client relationship, managed from one place.
As your business grows, so does the complexity behind every client. OneVault Client Accounts keep multiple accounts and transactions organized.
Dedicated Client Workspaces
Create individual accounts for customers, portfolios, properties, or projects while maintaining centralized oversight.
Team Collaboration
Bring relationship managers, finance teams, and operations into one shared workspace with role-based access.
Flexible Account Structures
Organize accounts around the way your business operates—from clients and regions to departments and services.
Unified Visibility
Track balances, activity, and account ownership across your entire client portfolio from a single dashboard.
One Platform. Every Client.
Everything your relationship team needs.
Create dedicated accounts for every client.
Organize funds across customers, portfolios, projects, and business relationships while managing everything from a single platform.
Strengthen every client relationship.
Deliver a seamless financial experience with dedicated accounts, transparent transactions, and real-time visibility across every client interaction.
Monitor client activity in real time.
Track incoming payments, transfers, settlements, and account updates from one centralized dashboard with complete operational oversight.
Configure teams and permissions.
Assign relationship managers, finance teams, and administrators to specific clients while maintaining full control over access and approvals.
Security & Compliance
Infrastructure that meets the standards your business requires.
PCI-DSS Level 1
compliant
24/7 incident
response
SOC2 Type-2
compliant
Great businesses are built on great relationships
OneVault Client Accounts give your team the structure to manage complex financial relationships with confidence, transparency, and control.
