Category
Why the financial System of Record matters
Enterprise has systems of record for everything — HR, finance, customers. Households have nothing. That's the gap Olomon fills.
The missing category
Every important domain gets a system of record
It happened for customers. For employees. For patients. For code. The household is the last major domain without one.
Customer data
Salesforce
Employee data
Workday
Patient data
Epic
Household financial data
Olomon
The question isn't whether it will happen — it's who builds it.
The problem
Financial reality doesn't live anywhere
Your financial life is scattered across dozens of systems, portals, inboxes, and spreadsheets. No single system was designed to hold it all — structured, permissioned, and owned by you.
Brokerage portal
Attorney's files
CPA spreadsheet
Insurance binder
Bank app
Email inbox
Filing cabinet
Advisor CRM
Your financial reality today: scattered, unstructured, disconnected.
The advisor's problem
- Client data is fragmented across CRM, planning tools, custodians, and email.
- Onboarding a new client means rebuilding context from scratch.
- When a client leaves, the advisor keeps the data — and the client loses their history.
- No structured way to collaborate with the client's other professionals.
The family's problem
- Your financial picture is locked inside your advisors' systems.
- You can't see what your attorney, accountant, and wealth advisor each know.
- If you switch advisors, your history doesn't travel with you.
- No way to grant structured access to a new professional without starting over.
Definition
What is a System of Record?
A system of record is the authoritative source of truth for a specific domain. It's canonical, structured, and durable.
Salesforce for customers
Every company has a system of record for customer relationships. Sales, support, and marketing all reference the same canonical customer record.
Workday for employees
HR, payroll, benefits, and compliance all run on a canonical employee record. The employee is the entity. The system holds the truth.
Olomon for households
The financial system of record for individuals and families. Your advisors, attorneys, and accountants all reference the same canonical financial record.
Every important domain gets a system of record eventually. Customer data got Salesforce. Employee data got Workday. Patient data got Epic. Household financial data has nothing — until Olomon.
The wedge
What CRMs and planning tools were never built to do
Advisor technology was built for advisor workflows — not for the client's canonical financial reality.
CRM / ERP
Relationship data & workflows
Planning Tools
Projections & recommendations
Olomon
The Client's Financial Reality
Assets · Entities · Documents · Permissions · History
Custodians & Institutions
Professional Inputs
Client Updates
CRM / ERP owns
Advisor relationship data, tasks, workflows, communications, sales pipeline.
Olomon owns
The client's structured financial reality — assets, entities, documents, permissions, history — in a portable, client-owned record.
Planning tools own
Projections, scenarios, Monte Carlo simulations, retirement modeling, recommendations.
Side by side
Olomon fills the gap
Scroll to compare
| Capability | CRM / ERP | Planning Tools | Olomon |
|---|---|---|---|
| Primary entity | Advisor relationship | Financial plan | Client’s financial record |
| Data ownership | Firm owns data | Advisor owns data | Client owns data |
| Collaboration model | Internal team | Single advisor ↔ client | Client + all professionals |
| Portability | Data stays with firm | Data stays with advisor | Data stays with client |
| Time horizon | Current engagement | Plan period | Lifetime — compounds over decades |
Inevitability
Every important domain gets a system of record
It happened for customers. For employees. For patients. For code. For financial transactions.
The household is the last major domain without one. The question isn't whether it will happen — it's who builds it.
Customer data
Salesforce
1999
Employee data
Workday
2005
Patient data
Epic
1979
Developer code
GitHub
2008
Financial txns
Stripe
2010
Household finances
Olomon
Now
See the missing layer
Request access to Olomon — the financial System of Record.