Onist Technologies is a Quebec-based startup that has developed an integrated software platform that facilitates collaboration between individuals and financial professionals. Onist’s platform combines cloud-based collaboration, workflow automation, data and document aggregation, financial analytics, and bank-level security to deliver value to both consumers and financial services professionals. In this startup showcase, we’ll take a closer look at what Onist Technologies has to offer.
Solving the Problem of Siloed Financial Planning
To 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. There is no single platform that allows families and their team of experts to 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 Technologies is solving this problem by providing an integrated software platform that facilitates collaboration between individuals and financial professionals. Onist’s platform allows families and their team of experts to 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.
A Comprehensive Financial Life-Cycle Platform
Onist’s platform is designed to deliver value to both consumers (B2C) seeking to get their financial house in order and financial services professionals (B2B) that serve them. The platform combines cloud-based collaboration, workflow automation, data and document aggregation, financial analytics, and bank-level security into a comprehensive financial life-cycle platform.
Consumers can use Onist’s platform to securely store and manage all their financial information in one place, including account balances, transactions, and documents such as wills, trusts, and insurance policies. They can then easily share this information with their financial services professionals to get the advice and support they need to make informed financial decisions.
Financial services professionals can use Onist’s platform to securely collaborate with their clients and other professionals on a comprehensive view of the family, their balance sheet, and the data and documentation needed to generate optimal financial plans and decisions. They can also use Onist’s platform to streamline their workflow, automate routine tasks, and improve client service and retention.
Bank-Level Security and Privacy
Onist’s platform is built on a bank-level security and privacy framework that ensures the protection of sensitive financial information. The platform is fully encrypted and compliant with industry standards and regulations, including GDPR, FINTRAC, and SOC2. Onist’s platform is also designed to ensure the privacy of users, with granular control over who has access to what information.
Conclusion
Onist Technologies is a Quebec-based startup that is revolutionizing collaborative financial planning with its integrated software platform. Onist’s platform allows families and their team of experts to 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. With its cloud-based collaboration, workflow automation, data and document aggregation, financial analytics, and bank-level security, Onist’s platform delivers value to both consumers and financial services professionals.
Website: http://www.onist.com/
Twitter: https://twitter.com/onistplatform
Facebook: https://www.facebook.com/onist-228048847658908
LinkedIn: https://www.linkedin.com/company/onist
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