Give every client family a proper home for their records.
Run each client family in its own separate workspace, under your own brand. Pay per family you manage. Offer the paid services your clients already ask you for.
A multi-family console that respects each family's privacy.
One workspace per family
Each client family is fully separate. Their data, users and permissions are kept apart from every other family's.
Your brand on top
Show your logo and colors, and use your own domain, so clients experience it as your service. Advisor release
Scoped access
Give yourself and your team access to the entities and modules you work on. Access can expire.
Faster onboarding
Import client spreadsheets and upload their deeds and agreements. Oikos proposes the fields; you confirm them instead of typing them.
Reporting for your work
Net worth statements and, in a later stage, an annual pack with income, costs and taxes per property and entity.
Clear audit trail
See who entered or changed every figure, including edits proposed from a document and confirmed by a person.
You pay per family workspace.
A family workspace is one client family with its own records. You pay for each one you manage, and set your own price for the service around it.
- Add a family when you onboard them. Stop paying for it when you offboard.
- Bundle onboarding, data entry and review as your own paid services.
- Partner firms can deliver paid services on your behalf.
Advisor rates are agreed per program. Ask for the current terms.
If you ever leave the platform
The family always owns its records. When an advisor steps away, the family chooses one of two paths:
- Continue with Oikos directly. The workspace moves to a direct family subscription with everything intact.
- Export everything. Take a complete copy of the records and documents.
From first call to a working record.
Create the family workspace
Name the family and choose their base currency and country.
Map the structure
Add entities and ownership with the client, using their own diagrams if they have them.
Load assets and documents
Import spreadsheets and upload documents. Review the details Oikos extracts.
Hand over access
Invite the principal and their manager, with the right visibility for each person.
Offer your clients a better record.
We are talking with accountants and business managers about the advisor program now. Tell us about your practice.