Company Performance Metrics
To help accurately answer the financial questions that matter most, consumers often engage the services of multiple financial professionals with distinct areas of expertise. Yet today, most financial and estate planners, accountants, investment, insurance, and legal advisors work alone, each in their own silo -- and no single platform exists which
lets families and their team of experts securely collaborate around a comprehensive view of the family, their balance sheet, and the data and documentation needed to generate optimal financial plans and decisions.
Onist combines cloud-based collaboration, workflow automation, data and document aggregation, financial analytics and a bank-level security framework into a financial life-cycle platform that delivers value to both the consumer (B2C) seeking to get their financial house in order and the financial services professionals (B2B) that serve them.
As the digital wave continues to radically transform the worlds of personal finance and financial service delivery, Onist is strongly positioned to capture both sides of this tremendous market opportunity. With offices in Montreal, Toronto, and Phoenix and a core team of product experts, engineers, and marketers, Onist is currently in private-beta mode and focused on a Q1-2017 alpha launch.
