One console for every client family.
A working version of the advisor console is used today with fictional firms and clients. This is what it does.
A dashboard of your clients, never a merged view
See each family's net worth, records, items to check and last change on one screen. Open one family at a time. Nothing is combined or searched across families.
A team with the right access
Partners manage the firm and open every family. Associates work fully in the families they are assigned. Assistants view everything and add documents. You decide who is assigned to whom.
Your name, colour and logo
Clients see your branding in the app, on the sign-in page of your own domain, and on their PDF reports. "Powered by Oikos" stays visible.
Hand over cleanly
Set up a family's workspace, load their structure, then invite the principal as owner. The family controls access from then on, including yours, and can remove you at any time.
Offer services
Families ask you for onboarding, mapping, data entry or document filing. You quote, they accept, you deliver.
Better material for the accountant
Net worth statements, debt schedules, property costs and an Excel workbook, ready for year-end.
Working today in the development version
- Multi-family dashboard and switching
- Team roles and assignment
- Your branding in the app and on reports
- Your own domain, activated by us after we check your DNS record
- Hand-over to the principal and removal by the family
- Service requests with quotes
Still to come
- Automatic domain activation
- Branded emails
- Billing per family workspace
- A full data export when you leave a client
- Advisor landing pages for search