For advisors & firms
The advisor who knows everything
Structured, always-current context across every client's financial life. The depth to give better advice. The efficiency to give it at scale.
The advisors who grow the fastest know their clients better than anyone else.
That knowledge leads to better advice, a better experience, and clients who stay longer and refer more — compounding into a business that outperforms the competition.
The structural gap
You already know the picture is incomplete
The advisors who deliver truly exceptional service know their clients completely — across every account, entity, document, relationship, and life event.
Right now, assembling that picture is a manual, error-prone process that doesn't scale. So most advisors deliver good service with an incomplete picture, and great service only to a handful of clients who get the most attention.
No tool was built to hold a client's complete financial reality in a way that's structured, permissioned, and always current. Until now, the only solution was more headcount.
CRM
Custodian
Notes
Incomplete Picture
Manual assembly. Every time.
Incomplete context means incomplete advice
Not because you aren’t skilled. Because the full picture was never assembled. The trust amendment from eighteen months ago. The insurance change the client forgot to mention. Things are getting missed and it’s not your fault.
Rebuilding context costs
Before every meeting, every quarterly review, every time a new professional enters the picture — someone on your team is manually piecing together what should already be known. Those are hours you’re eating, and they’re quietly killing your margins.
Disconnected systems create risk
When coordination lives across email threads, phone calls, meetings, and forwarded PDFs, things get lost. Lost things become errors. Errors become liability. And the liability is yours.
Olomon is not a replacement for your CRM or planning tool. It is the layer underneath them — the structured, canonical record of your client's financial reality that makes everything else better.
It changes what's possible.
The client meeting
Before
You review notes from the last meeting. Check what’s in the CRM. Try to remember whether the trust amendment came through. Pull up the custodian portal for current positions. Hope the client hasn’t made any changes you haven’t heard about. You walk in prepared — but you know the picture has gaps.
After
You open a complete, current record. Every account, entity, document, and recent change — structured and visible. The trust amendment is attached to the entity it describes. The insurance update is there. The meeting starts from complete context. The advice is better. The client notices.
Client onboarding
Before
Weeks of chasing documents. Manually entering data across your CRM, planning tool, and compliance systems. Trying to assemble a picture of a financial life that’s scattered across the client’s previous advisors’ systems. The client arrives with nothing structured. You start from scratch.
After
The client builds their record — or brings one they already have. You get structured, always-current access to a complete picture from day one. The context is already there. Onboarding takes days, not weeks. You’re giving substantive advice in the first meeting.
Cross-professional coordination
Before
The estate plan gets updated. The attorney tells the client. The client means to tell you. Three months later you’re advising from the old plan, with no idea anything changed. That’s the cost of a process that depends on people remembering to loop you in.
After
The attorney updates the document in the shared record. You see it immediately, in context, attached to the entities it describes. No email. No delay. No advising from a plan that’s already changed. You’re always current and informed.
How it works
Four steps. No complexity.
Invite your clients — or get invited
Either direction works. If a client already has an Olomon record, connecting is immediate.
Clients control access
The client grants permissioned access to the portions of their record relevant to your role.
The record builds itself
Data flows in from integrations, documents, and professional inputs. Context compounds.
Scale your practice
The always current visibility needed to grow your book without losing the depth that sets you apart.
Where Olomon fits
Other tools give you a view.
Olomon gives you a home base.
Everything in Olomon is connected. Every account, entity, relationship, and document knows how it relates to everything else. It gets richer every time something changes. And your entire professional team works from the same picture.
Your Existing Tools
CRM / ERP
Planning Software
Compliance
Olomon
The Canonical Client Record
Structured · Permissioned · Always Current
Custodians & Institutions
Professional Inputs
Client Updates
Data Sources
The complete picture changes everything
See how Olomon becomes the foundation your practice is built on — deeper client relationships, better advice, and a business that grows because of it.