Integrations
Connect every account, every tool, every relationship
Olomon integrates with the banks, brokerages, planning tools, and platforms that advisors and families already rely on, bringing everything together in one complete, always-current financial record.
How it works
Built to connect, not compete
Olomon doesn't replace the tools advisors and families depend on. It's the record that ties them all together.
One source, no silos
Every bank, brokerage, and platform feeds into the same financial record. One structured foundation instead of fragmented data spread across tools.
Always current
Connected accounts update your record automatically, so what you see reflects where things actually stand.
You control who sees what
Every connection respects the same access controls that protect your record. You decide who has visibility, across every integration.
Integrations
Built for your whole financial life
From banks and brokerages to planning tools and tax platforms, Olomon connects to the categories that matter most to advisors and families.
Investment Accounts & Brokerages
Connect your investment accounts so your holdings, positions, and balances flow into your record automatically.
Banks & Credit Card Accounts
Connect checking, savings, and credit accounts for a complete picture of your everyday finances alongside your investments.
Financial Planning
Planning tools connect to a complete, current financial record, so projections start from real numbers, not manual entry.
CRM & Advisory Platforms
Client relationships and financial context stay in sync across systems, without the duplicate entry that slows advisory teams down.
Document Management
Financial documents live alongside the data they describe, accessible to every authorized party on the record.
Accounting & Tax
Your tax-relevant data, organized and ready when your advisor and CPA need it.
We're adding new integrations every month. If there's a tool or platform you want connected to your record, let us know and we'll prioritize accordingly.
Request an IntegrationAPI
Built for builders
The Olomon API gives developers direct, permissioned access to the financial record, so you can build on the same structured foundation that powers every integration on this page.
No scraping, no workarounds, no stitching together fragmented sources. Just clean, structured data your product can rely on.
The API is currently in private beta. If you're building financial technology and want to use the record as your data layer, we'd like to hear from you.
See it connected
Book a demo and see how Olomon works with the tools and accounts you already rely on.