Category
Why the financial System of Record matters
There are tools for your business, your medical records, your schedule. But your finances have never had a homebase. That's what Olomon is.
The missing category
Every important part of life has a homebase.
The household is the last one that didn't.
Customer data
Salesforce
Employee data
Workday
Patient data
Epic
Household financial data
Olomon
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.
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
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.
The wedge
What CRMs and planning tools were never built to do
Advisor technology was built for advisor workflows — not for the client's 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 entire structured financial reality.
Planning tools own
Projections, scenarios, Monte Carlo simulations, retirement modeling, recommendations.
Get started with Olomon — the financial System of Record.
Request access to Olomon.