Platform
Designed to connect with the tools you use
Olomon is an open system of record — built from the ground up to work with custodians, planning tools, CRMs, and the broader fintech ecosystem. We're expanding connections every month.
Open by design
Built to connect, not compete
Olomon doesn't replace your CRM, planning tool, or custodian. It provides the structured financial foundation that makes every tool in your stack work better.
One record, many connections
The financial record is the single source of truth. Every integration reads from and writes to the same structured foundation — no fragmented copies across tools.
Data flows, not silos
Olomon doesn’t replace your tools. It provides the structured, always-current data layer that makes every tool in your stack more complete and more accurate.
Permissioned by design
Every connection respects the same granular access controls that protect the record itself. The client stays in control of who sees what — across every integration.
Ecosystem
Where we're connecting
We're building integrations across the categories that matter most to advisors and families — starting with the connections that have the biggest impact on the financial record.
Custodians & Brokerages
Account and position data from custodial platforms flows into the record — keeping holdings current and the financial picture complete.
Account Aggregation
Broad institutional coverage through leading aggregation providers — supplementing and enriching every record with real-time account data.
Financial Planning
When planning tools connect to the record, projections start from a complete financial picture — not manual entry and stale spreadsheets.
CRM & Advisory Platforms
Relationship and financial context that stays in sync across systems — without the duplicate entry that slows advisory teams down.
Document Management
Financial documents organized alongside the structured data they describe — accessible to every authorized party on the record.
Accounting & Tax
Tax-relevant data, structured and ready for the advisor-CPA workflows that families depend on every year.
We're actively building out our integration ecosystem. If there's a specific tool or platform you want connected to the record, we'd love to hear about it.
Tell us what you needAPI
Built for builders
The Olomon API gives developers structured, permissioned access to the financial record — the same foundation that powers every connection on this page.
The API is currently in private beta. If you're building financial technology and want to leverage the system of record as your data layer, we'd like to hear about it.
Let's build this together
We're designing the integration roadmap around real advisor and family workflows. Tell us what matters to your stack.