Give every client family a proper home for their records.
Run each client in a separate workspace. Add colleagues with the access their role needs. Show your own name, colours and logo.
One console, separate families
See every client's net worth, items to check and last change on one screen. Open one family at a time; data is never combined.
Your team, your rules
Partners, associates and assistants, each assigned to the families they serve, with access matched to their role.
Your brand
Clients see your name, colour and logo in the app and on their reports. "Powered by Oikos" stays visible.
Offer services
Families can ask you for onboarding, data entry or document filing. You quote, they accept, you deliver.
Pricing for advisors is agreed per programme while Oikos is in development.