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Presenter Profile:

How they describe themselves: For financial professionals and the families they serve, there is increasing demand for an integrated and collaborative approach to managing finances holistically.

As such, professionals need to collaborate across domains around a comprehensive view of their shared clients’ financial picture. Yet today, they typically work in silos.

In addition, families need to share financial data and documents both internally and with their financial networks of advisors, business partners and associates.

Onist is the first SaaS financial management platform that empowers true collaboration around the family’s entire financial picture.

How they describe their product/innovation: Most PFM platforms are advisor-centric.  They don’t provide a truly consumer-centric approach to financial management and only compound the “silo effect” that is common in financial services today.

Onist empowers wealth to collaborate intelligently with ALL corners of its financial network – family, professionals, and associates.

The Onist “virtual family office” platform serves as THE singular client portal, integrating with and connecting financial advisors, estate planners, tax professionals, insurance advisors and accountants around a comprehensive and holistic approach to wealth management.

From the simplest to the most complex financial profiles, Onist makes financial management smarter, easier and more collaborative.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms

Contact

Bus. Dev., Press, Sales: Dave Haber, VP Growth & Marketing, dhaber@onist.com, 514-297-7572