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The financial management platform for
 

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Be your clients’ trusted financial quarterback.

Enhance & secure your client relationships with the digital platform your customers are asking for.

A financial management platform for the virtual family office.

Increase profit for your firm and for your clients.

Enhance revenue and identify ways to provide more value-­add services to clients.

Increase profit for your professional financial services firm.

Protect your most valuable asset... your time.

Easily onboard and manage accounts in minutes, not hours.

Protect your most valuable asset... your time.

Onist answers the needs of all specializations within the virtual family office.

  • Estate Planners

  • Financial Advisors

  • Accountants

  • Insurance Advisors

  • Family Offices

Estate Planners

To create an effective wealth transfer plan, estate planners need to ensure that their clients’ legal, financial, tax and emotional issues are properly balanced. Onist gives you a consolidated view of your clients’ entire financial life — including a real-time inventory of liquid and illiquid estate assets and values, as well as ownership information pertaining to all estate assets. Identify and track all potential beneficiaries, and easily access and manage important legal, tax, and financial documents.

 

  • Save time and collaborate seamlessly with clients around gathering the important financial data and information.
  • Get real-time notifications when your client’s financial profile changes and estate plans need updating.
  • Store, share, and access estate documents instantly in the central, cloud-based Vault.

Financial Advisors

In order to offer a truly integrated wealth management approach, investment professionals need access to their clients’ complete financial picture. The Onist platform lets you access financial information in all held-away accounts — including all investment holdings, transactions, and cash flow details.  This gives you the ability to deliver more holistic investment advice, and to cater to the unique objectives and risks profiles of your clients.  

 

  • Easily get a 360-degree view of your client’s financial picture
  • Collaborate seamlessly with your internal team and be the trusted quarterback of your clients’ team of investment and non-investment financial professionals.
  • Use real-time dashboards and reporting to better communicate financial insights to your clients.

Accountants

As stewards of their clients’ finances, accountants are tasked with both preparing income taxes while offering the best possible tax planning advice for minimizing exposure. Onist’s platform lets you access the financial documents you need on-demand, and gives you the ability to visualize how your client is structured in order to make necessary changes to minimize tax burdens.

  • Easily get a 360-degree view of your client’s family balance sheet.
  • Get real-time notifications when your client’s financial profile changes
  • Securely store and share important financial documents centrally in the cloud using The Vault.

Insurance Advisors

Insurance advisors require up-to-date and consolidated information about each client’s financial life in order to identify and resolve insurance gaps. Onist makes it easy to uncover these gaps and lets you proactively monitor your clients’ financial lives and any growing insurance gaps.

  • Easily create and manage your clients family and corporate structure
  • Get real-time notifications when your client’s financial profile changes
  • Securely store and share important tax documents centrally in the cloud using The Vault.

Family Offices

Onist enables better, more collaborative decision making within the family office environment, allowing for more integrated investment decisions,  tax planning and preparation, legal structure advice, and family budgeting, as well as document organization.

  • Easily get a 360-degree view of your client’s insurable assets and liabilities.
  • Easily create and manage your clients family and corporate structure.
  • Get real-time notifications when your client’s financial profile changes and needs additional coverage.
  • Securely store and share important insurance documents centrally in the cloud using The Vault.

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PRIVACY & SECURITY

Trust in a professional financial management platform based on privacy-by-design and an obsession with security.
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Put technology to work for you

Save time & improve performance with a professional financial management platform.

  • 360° Family Balance Sheet

  • Secure & Private Collaboration

  • Organizational Manager

  • Cloud-Based Document Vault

  • Dashboards, Reports & Wizards

  • Bank-Level Security

Integrate and manage real-time client data from over 15,000 financial institutions.

Easily share data & documents with the clients and professionals who need them.

Easily define & manage your clients' family & corporate structure.

Find, access and share important client files quickly and easily.

Communicate & collaborate seamlessly with workflow automation & powerful, real-time analytics.

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

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