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Be prepared for life’s unexpected events.

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

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

Ensure your trusted advisors can do their best work.

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

Stop leaving money on the table

Identify ways to keep more of your wealth by optimizing how your finances are managed.

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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