Answer your most important financial questions:


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Help your trusted advisors do their best work

Collaborate securely around a 360-degree view of your family’s balance sheet.

Be prepared for life’s unexpected events

Get your family on the same page financially, manage estate documents

and find peace of mind.

Easily create your estate plan and get peace of mind for you and yours.

Simplified financial management for business owners

See your complex business and personal finance picture clearly in one place.

Put technology to work for you

Innovative financial management tools to better manage your family’s wealth.

  • 360° Family Balance Sheet
  • Secure Collaboration
  • Organizational Manager
  • Cloud-Based Document Vault
  • Dashboards, Reports & Wizards
  • Bank-Level Security

Integrate account data from over 15,000 financial institutions.

Easily share financial data & documents with your family and team of professionals.

Easily define and manage your family & corporate structure.

Find, access and share your important documents and files quickly and easily.

Get real-time analysis of your spending, cash-flow, investment allocations & more.

Onist uses best in class security technology & protocols to ensure your data is safe.

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