OneSecurePlace

OneSecurePlace(TM) (OSP) is a subscription-based software platform designed to help advisors in the financial services industry deal with some of their key pain points:

- Compliance
- Removing barriers between advisor and client
- Gaining new insights
- Maintaining long-term relationships over many generations

We do this by providing an easy to use framework and interface in which both advisor and client can work together. For advisors, this increases AUM, uncovers new investment opportunities and lessens the compliance burden. For clients, it allows them to store, track and manage their most important documents and financial information in one secure place and gives them a more comprehensive overview of their finances.