Onist Technologies

Company profile

Onist Technologies company profile

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..... For more information, log in to dureach.com to view the full company profile.