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Financial Management for Families

Connecting families around their financial data and documents. 

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Financial Management for Families

Onist connects families to their finances.

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See your full net worth in one place

Store important financial and legal documents

Share with family members and professionals

See your family’s finances in one place

  • Get a complete view of your full net worth including assets and liabilities.
  • See your cash flow and transactions together.
  • Simplify your family’s financial life.

Store important financial and legal documents in our secure vault

  • Upload documents such as your will, power of attorney and insurance policies.
  • Keep a record of your family’s medical history, passwords, etc. in one place.
  • Get your family prepared in case something happens to you.

Share between family members and professional contacts

  • Share your financial information with the family members who need it most.
  • Choose which parts of your finances to share with your financial professionals.
  • Get everyone involved in your finances on the same page.
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