The financial system of record.
Your financial life spans dozens of tools, accounts, and professionals — none of them designed to connect. Olomon is what connects them.
Architecture
This is what the financial system of record is built on.
Four architectural decisions make Olomon fundamentally different from every other financial tool.
Structured Objects
Every account, document, entity, and relationship lives in a real data model, not a spreadsheet row or a file in a folder.
Granular Permissions
The owner controls who sees what. Every professional gets exactly the access they need, nothing more.
Multiplayer Collaboration
One record, many roles. Built for the reality that financial lives are served by teams, not individuals.
Compounding Intelligence
Your financial record doesn't just store data. It learns from it. Every entry makes it more useful than the last.
Pillar One · Foundation
Built on structured financial objects
Your financial life has always been more complex than any single tool could hold. Structured objects are how Olomon holds it, every account, document, entity, and relationship modeled as connected data, not isolated files or fields.
Assets & Liabilities
Investments, real estate, bank accounts, loans, private holdings
Entities & Structures
Trusts, LLCs, partnerships, estates, charitable vehicles
Documents & Files
Tax returns, estate plans, insurance policies, statements
People & Relationships
Family, beneficiaries, advisors with roles and permissions
Every object is typed, versioned, and connected — not a flat field in a spreadsheet.
Pillar Two · Permissions
Granular, role-based access
The record owner controls who sees what. Professionals get exactly the access they need, nothing more. Every permission grant, access event, and data change is logged.
Owner-controlled
The individual or family decides who gets access, to which objects, and at what level. Permissions can be granted or revoked at any time.
Role-aware
A wealth advisor, an estate attorney, and a CPA each see a different view of the same record, defined by their role and the client's preferences.
Audit-ready
Every action in the record is logged, timestamped, and traceable, built for compliance, fiduciary duty, and peace of mind.
The Morehouse Financial Record
One record, three different views — each scoped to role
Wealth Advisor
Can view · Cannot edit others
Estate Attorney
Can view · Cannot edit others
CPA
Can view · Cannot edit others
Pillar Three · Collaboration
Multiplayer from day one
Financial lives are multiplayer. Multiple professionals serve one household. Olomon was built for this reality.
One record, many views
Each professional sees the record through the lens of their role. The wealth advisor sees investments and planning context. The attorney sees entities and estate documents. The CPA sees income and tax-relevant data.
No data silos
When the attorney updates a trust document, the wealth advisor sees the change immediately. No email required. Structured data flows between roles, within the client's permission boundaries.
Bring your whole team
Clients can invite their advisors. Advisors can invite their clients. Either side can start, and every connection makes the shared record more complete.
M. Torres · Attorney
Updated trust document — Morehouse Family Trust
J. Wellons · Advisor
Viewed updated allocation — Schwab Brokerage
R. Chen · CPA
Attached 2024 tax return — Joint Filing
System · Auto-sync
Account balances refreshed — Chase, Fidelity, Schwab
Pillar Four · Intelligence
A record that gets smarter over time
As data enters the system, Olomon identifies patterns, surfaces gaps, and builds accuracy over time. The longer a record exists, the more valuable it becomes.
Completeness scoring
Olomon tracks how complete each record is — surfacing missing documents, outdated data, and gaps that need attention.
Change detection
When a new account links, a document updates, or a beneficiary changes, the right people are notified in context.
Historical depth
Every version of every object is preserved. See how a trust was structured five years ago. Compare asset allocations over time.
Relationship mapping
Olomon understands how objects relate — which accounts belong to which entities, which documents describe which assets.
Professional coordination
When one professional's action affects another's domain, Olomon surfaces it. The wealth advisor knows when the attorney changes the estate plan.
Compounding value
Depth, accuracy, and context grow over years. The record becomes irreplaceable.
For Practices
The advisor layer
Advisors and firms get a live view across their entire client base without chasing updates, consolidating spreadsheets, or asking clients to resend documents.
Aggregated insights
See patterns across your client base. Identify clients who need attention. Spot opportunities. All from structured data, not manual tracking.
Isolated records
Client data is never pooled. Each record is isolated and permissioned. Your practice layer aggregates metadata, not the underlying data.
See the System of Record in action
Request a demo to explore how Olomon works for your practice or family. Structured, permissioned, and built to compound — for the first time.