Every benefits platform offers pensions, wellbeing, and perks. None of them offers a living asset record.

Every platform offers wellness, pensions, coaching, and perks.
None offer a continuously updated asset system of record.
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Orderist fills that gap, at scale.
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The core problems employers face

These pressures already sit inside their business, whether anyone's tracking them or not.

Together, they cost UK employers billions a year, in lost days, reduced focus, and benefits nobody uses.

Financial stress

Financial stress costs UK employers £10.3bn a year in absenteeism and presenteeism (CEBR, on behalf of Aegon UK)

Absenteeism

12% of UK private-sector employees miss work each year over financial concerns, around 4.7 days each

HR & business pressure

Pressure on HR during illness, bereavement, or family crises

Underused benefits

Benefits that feel abstract or underused

The problem, in your world

Differentiating in a crowded, increasingly commoditised market.
Adding a meaningful benefit without adding complexity.
Demonstrating tangible employee impact to employers.
Serving increasingly diverse workforces across life stages.

Add a category your competitors don’t carry

What employees get

Everything you own, finally organised

Most people don’t know everything they own—assets, pensions, policies, and digital accounts remain fragmented across old inboxes and physical drawers.

Orderist solves this by securely connecting to bank and email data to automatically discover buried financial footprint details and construct a single, complete asset register.

Coupled with an integrated Document Vault, step-by-step Will Builder, and automated release controls for executors and beneficiaries, Orderist replaces spreadsheets and paperwork with complete financial visibility and peace of mind.

Get started

Automatic discovery

Securely and always read-only, connects to bank accounts, cloud drives and email to surface pensions, policies and accounts they may have forgotten.

Asset Register & Vault

Organises every physical and digital asset alongside its associated deeds, policies, and statements into a single living record.

Integrated Will Builder

Automatically populates a will with their assets and assigned beneficiaries, so they can build a will without starting from scratch. Print, sign and execute it with chosen witnesses, then store a scanned copy safely in their vault for when it's needed.

Controlled Handover

Once a their executor and emergency contact have each independently confirmed the death, the executor can begin settling the estate, and each beneficiary receives the assets and information allocated to them in the will.

What Orderist delivers for employees

A single place to organise finances, documents, and responsibilities
Understanding what they own and where it sits, reduces anxiety around "what happens if something goes wrong"
A free will tool, so they can put their wishes in writing, no solicitor needed
Support preparing for life events, without forcing emotional decisions
An always-on tool that works quietly in the background
How your client uses Orderist

A record employees build and own from the start, entirely their own, that their employer never sees.

Invite

The employer shares a bespoke, branded link to their employees, inviting them to register on the platform.

Connect

Your employee securely connects their chosen accounts. Bank, credit cards and emails.

Discover

Orderist finds what's connected automatically, accounts, pensions, and policies, picked up through bank and email scanning. Everything has its place.

Confirm

Employees review what's found, confirms, and manually adds anything that's missing. One clear, organised record of everything they hold.

Ready

They receive a complete picture of their estate, not a partial one, and one that stays up to date autonomously. Everything in one place, fully connected.

How it works commercially

What you get

A ready-to-sell platform you offer to the corporates in your database, Orderist-branded throughout, with no employer or platform access to personal data.

Sold through your existing relationships

Distribution of Orderist to the corporates you already work with, as part of your catalogue.

Marketplace or preferred partner

Orderist offered as a premium or included benefit within your existing employer tiers.

Low integration overhead

Employee-led and self-service, with no heavy platform intervention required.

What it costs

Structured around your addressable employer base and end-user volume. This is a scale conversation, not a fixed price list — our team will work through the model with you directly.

Talk to our team

Why this matters to you

Category whitespace

A category your catalogue doesn't have yet, and your competitors don't have it either.

Channel economics

Fills a catalogue gap, differentiates, and works commercially at scale.

Broad engagement

High engagement across demographics, not limited to one cohort.

Low overhead

Low integration and operational overhead.

Privacy-safe

Data-light and privacy-safe — no employer or platform access to personal data.

Proof of impact

Real evidence to show your corporate clients: engagement data you can point to when it's time to justify, renew or expand the package.

Security & trust

Non-custodial and non-discretionary

Orderist is non-custodial (it never holds your funds) and non-discretionary (it never acts on your behalf).

It shows you a complete picture of what you own — it doesn't move money or give investment advice.
Open banking runs via a licensed account information service provider, under an FCA-authorised partner's umbrella.

Read-only

Every connection is read-only and can be revoked at any time.

Full audit trail

Every action is recorded in a full audit trail, and storage is GDPR compliant.

Encryption

Data is encrypted in transit and at rest, with multi-factor authentication as standard.

Common questions

Isn't this competing with our existing wellbeing products?
Won't this compete with you selling to our corporate clients?
What's the commercial structure?
Do we take on any data or liability responsibility by listing this in our catalogue?
Who handles support if an employee has a question about their Orderist account?

Get in touch today

We’d love to see how we can help.
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