Financial Management Software for DMMs

[Anonymous]

Hi, I have been talking with a few DMMs in this community and it seems like Onist, the collaborative financial management platform I co-founded, can be an extremely helpful tool for DMMs like yourselves.

I would like to make Onist available to this community for an extended free trial period to see if it meets your needs. I am also available to talk anytime if have questions or would like a demo of the platform (bkotansky@onist.com or 917-881-5383).

The goal with Onist is to connect households to their financial data and documents. Spouses, adult children and the people they work with should not be in the dark about household financial matters. The software was built so I could help with the financial coordination of my fathers affairs while living in another state and also including my mother (who was in the dark) and my dads advisors. Whether its a consumer who wants this for their family, or a professional who wants to offer it to their clients, I believe everyone should at least have access to a solution like this. So I built it with a great team of 15 people.

Onist allows you to:
1 – Create a household: For a consumer, you can add family members, business partners or professionals you work with. For a professional, you can create the household on your client’s behalf and add their household members.
2 – Link your client’s accounts like you would in quicken/quickbooks/mint/personal capital. You can then track their net worth and monitor transactions and spending patterns.
3 – Add all relevant household documents to the secure vault (wills/insurance/statements, etc.)
4 – Share all or parts of this data with the people who need it most.
5 – Chat directly with the members of the household in real time.

If you want to test out the consumer version, you can click here: https://app.onist.com/families-signup
To try the professional version, you can click here: https://app.onist.com/professional-signup

I hope this is helpful!

Brad

[Author]

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