Resources

Tutorials

How to add online accounts, assets & liabilities

How to add a file to your vault

How to share financial information

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Blog Posts

Summer vacation planning
Summer vacation planning
As the weather gets warmer and sunnier, it gets harder and harder to sit in the office all day knowing what you’re missing outside! And…
Have you had “the talk” with your kids?
Have you had “the talk” with your kids?
This post comes from our guest blogger Lori Bitter, Founder of The Business of Aging consulting firm.   “We have so many awkward and sometimes…
Why does Cyndi Lauper have access to my data?
Why does Cyndi Lauper have access to my data?
In today’s world, everyone is sharing information online. It’s what’s required to have a digital presence. For me personally, however, privacy is really important and…
Why a will is crucial: Leigh’s story
Why a will is crucial: Leigh’s story
I talk a lot about having open, ‘onist’ conversations about money and the peace of mind that comes with getting everything in order for your…
Preventing elder fraud
Preventing elder fraud
Our parents grew up in an era of unlocked doors, trusting strangers and taking people at their word. It was a simpler time when you…
Top 3 Learnvest alternatives
Top 3 Learnvest alternatives
Learnvest announced last week that it’s shutting down its online tools and financial planning services, and all account access will be discontinued by June 5.…
Interview with Mark Stolow: “Caregiving is one strand of life”
Interview with Mark Stolow: “Caregiving is one strand of life”
Mark Stolow is a very interesting man and spared some time to speak with me about caregiving – something he knows a lot about. Mark…
Brad’s caregiver story
Brad’s caregiver story
Rosalynn Carter, Former First Lady and Founder of the Rosalynn Carter Institute for Caregiving, once said:  “There are only 4 kinds of people in this…
Boomers: does tech make life easier?
Boomers: does tech make life easier?
If you’re over 60 years old, you’ve adapted to more technology changes than any previous generation. From radio to television to phones to computing, you…
Key terms for Financial Literacy Month
Key terms for Financial Literacy Month
Given that April is Financial Literacy Month in the States, I thought we should go over some key financial lingo you may want to use…
Thoughts from the CTO: Privacy done right
Thoughts from the CTO: Privacy done right
Privacy by Design The Facebook privacy scandal (of March 2018) raised public awareness of web privacy issues that have existed for years. Millions of Facebook…
Interview with Silvernest's Wendi Burkhardt
Interview with Silvernest's Wendi Burkhardt
“Enjoy the journey as much as the destination” Wendi Burkhardt is the co-founder of Silvernest, a company focused on home sharing for modern aging. I…
Spring cleaning, for your finances
Spring cleaning, for your finances
Spring is finally here! And you know what that means? It’s time for spring cleaning. As the weather starts to get a bit warmer and…
Supermoms manage household finances
Supermoms manage household finances
Moms are often in charge of a lot when it comes to family life (whether it’s by choice or they’re so amazingly organized they ‘fall’…
Helping our parents bridge the technology gap
Helping our parents bridge the technology gap
It is hard to think of our parents as tech savvy, early adopters. The Baby Boomer generation (those born between 1946 and 1964) and the…
Onist Interview with Jason Heath, “Knowledge is power”
Onist Interview with Jason Heath, “Knowledge is power”
I had the opportunity to speak with Jason Heath, the Managing Director at Objective Financial Partners Inc. and a financial journalist, and we had a…
Thoughts from the CTO: Cybersecurity and Privacy
Thoughts from the CTO: Cybersecurity and Privacy
In my opinion, 2017 was the year nothing seemed safe. Various data breaches were reported – Equifax being one of the worst breaches of all…
Checklist of Important Documents
Checklist of Important Documents
There are an endless amount of important documents they say every family should have completed, signed and readily available in case of an emergency. Some…
How to make talking about money fun (or less painful)
How to make talking about money fun (or less painful)
We have all had an awkward, wish-I-could-sink-into-the-floor-right-now, money conversation. It may have been with a parent, a close friend, or your spouse. But as awkward…
Thoughts from the CTO: AI-based Financial Management
Thoughts from the CTO: AI-based Financial Management
I think I’m starting to like blogging. Today I’d like to look at the history of Personal Financial Management (PFM) and where it’s headed today…

Press releases

Onist partners with Quovo in Canada
Onist partners with Quovo in Canada
O FOR IMMEDIATE RELEASE Onist financial platform is first to partner with data platform Quovo in Canada Through the partnership, Onist and Quovo will enhance…
Onist commends CFPB’s new principles regarding consumer financial data
Onist commends CFPB’s new principles regarding consumer financial data
O FOR IMMEDIATE RELEASE Toronto, Ontario, 20 October 2017 — Onist fully backs the Consumer Financial Protection Bureau’s (CFPB) new principles announced this week for protecting…

Onist in the media

Barron's mentions Onist: How Clients Are Replacing You
Barron's mentions Onist: How Clients Are Replacing You
In the advisor-client relationship, the advisor provides advice and the consumer provides compensation for that advice. But advisors can—and should—learn from their clients, particularly when…
Finovate features Onist and its partnership with Quovo
Finovate features Onist and its partnership with Quovo
Finovate recently featured Onist and discussed its partnership with Quovo. Collaborative financial management platform Onist announced it is teaming with financial account analysis company Quovo. Onist…
American Banker mentions Onist and its focus on multigenerational financial planning
American Banker mentions Onist and its focus on multigenerational financial planning
While targeting Millennials has become a norm, American Banker validates that technology focused on multigenerational financial planning will be crucial going forward. Gen X and…
Globe and Mail suggests Onist for end of life planning
Globe and Mail suggests Onist for end of life planning
Rob Carrick from the Globe and Mail wrote about Onist as a solution that can help families make sure their loved ones could figure out…
Longevity focused Stria interviews Onist
Longevity focused Stria interviews Onist
Onist CEO Brad Kotansky spoke with Stria, a media site focused on the longevity market, about his caregiving experience and how it led him to…
Caregiver.com interviews Onist CEO
Caregiver.com interviews Onist CEO
Caregiver.com’s Gary Barg interviewed Brad Kotansky, Onist’s CEO, on how he came up with the idea for Onist and how Onist is helping caregivers: “Brad…
iGameMom teaches kids using Onist
iGameMom teaches kids using Onist
The iGameMom blog recently wrote an article entitled “Teaching Kids Financial Skills with Real Money” where author Beth shares tips and tricks she tried with…
Review by Sean Cooper, personal finance expert
Review by Sean Cooper, personal finance expert
Sean Cooper recently reviewed Onist on his personal finance website: “Being a personal financial expert, I’m the go-to person when it comes to managing my…
Onist featured in The Jewish Lady blog
Onist featured in The Jewish Lady blog
Victoria from The Jewish Lady blog looked at Onist and how it can help families: “It’s been said many times that money is the number…
Brad Kotansky on Fintech Impact podcast
Brad Kotansky on Fintech Impact podcast
“Welcome to the 4th episode of the Fintech Impact podcast, where Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews the CEO and…
Three New Financial Apps & Services
Three New Financial Apps & Services
Onist was listed as one of three new financial services to check out in J. Money’s Budgets are Sexy blog: “Got a few new financial…
Simple.Innovate.Change interviews Brad Kotansky
Simple.Innovate.Change interviews Brad Kotansky
“When you think financial management, you might not jump out of your seat with excitement, but financial management is the tool by which individuals can…