HOW IT WORKS

Onist unites data, documents & people
to make financial management a breeze

  • Intro
  • Data Integration
  • Document Storage
  • Collaboration
  • Workflow Automation
  • Dashboards & Analytics
  • Security

Onist helps you get answers to your most important financial questions.

Onist helps you get answers to your most important financial questions.

In the past, answering these questions often meant hours of work and tedious and confusing back and forth with multiple financial professionals.

Onist integrates data from over 15,000 financial institutions
and lets you easily manage and share that data.

Onist integrates data from over 15,000 financial institutions and lets you easily manage and share that data.

Onist uses bank-level encryption and security protocols to ensure that your data is always safe and private.

Add intelligence to your financial documents and store them securely and centrally in The Vault.

Add intelligence to your financial documents and store them securely and centrally in The Vault.

Onist stores your financial documents securely in the cloud using document separation, encryption and anonymization to ensure that your data is always safe.

Centralization + Permission-based sharing = Smarter collaboration.

Collaborate securely around your family's financial data and documents.

Our granular permissions and access controls ensure that your data and information is only accessible to those you intend to share it with.

Plan and accomplish important financial jobs efficiently using smart workflow automation.

Plan and accomplish important financial jobs efficiently using smart workflow automation.

Our wizards accomplish tasks for the simplest and most complex financial profiles.

Add clarity to your financial picture and quickly identify ways to optimize your financial life.

Add clarity to your financial picture and quickly identify ways to optimize your financial life.

Create customized reports through smart filters and pivots.

Using beyond bank-level security and tunable permissions, your data and information are safe and accessible only to those you share them with.

Onist uses beyond bank-level security and tunable permissions.

Learn more about our obsession with privacy and security.

Don’t you deserve the benefits of an easier and smarter financial management platform?

Try Onist FREE today
Connect with Onist