Your client's wealth is held across multiple entities, jurisdictions, and advisers. No single one of them sees the whole picture.

Orderist brings all assets into one system of record: every entity, every geography, every structure. When succession happens, nothing gets lost.
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What Orderist replaces in your process

Orderist is a single system of record that sits alongside your existing advisory and reporting structure. It aggregates what no single adviser, entity, or jurisdiction can see on its own. It does not compete with the family office. It shows the family office what it has been missing.

Without Orderist

  • Each adviser sees their slice of the client's wealth
  • Succession planning relies on the client remembering everything
  • Contested estates create reputational and legal exposure

With Orderist

  • One view across all entities, structures, and geographies
  • A living record that updates automatically
  • Complete asset visibility before succession, not after

A problem you already know

  • Fragmentation by design across jurisdictions, family offices, and multiple advisers — not simply incomplete fact-finds.
  • Relationship managers are judged on relationship depth and retention against competitor banks, not just assets under management.
  • Contested, messy estates create real reputational and legal exposure for the bank.
  • Next-generation relationships are lost when succession is handled poorly.

How Orderist helps advisers

  • Holistic client intelligence, so relationship teams work from the client's complete wealth picture, not just the bank's slice of it.
  • Stronger engagement between reviews.
  • Reduced asset leakage at succession, through clear estates and informed beneficiaries.
  • Beneficiaries the client chooses to invite become familiar with the bank ahead of succession, with consent and a full audit trail.
Talk to our team

See how Orderist works for private banking

One system of record for multi-jurisdictional wealth. Complete visibility before succession, not after.

What clients 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 a clients 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 clients will with their assets and their 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 their executor and emergency contact have each independently confirmed a clients passing, their executor can wrap up the estate, and each beneficiary receives the assets and data allocated to them in the will.

How your client uses Orderist

A record your client builds and owns from the start, for their own disclosure, that you never have to manage.

You choose how you access it: API or CRM embed, a read-only dashboard, or a PDF export.

Invite

Share a bespoke, branded link to your clients, inviting them to register on the platform.

Connect

Your client 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

Your client reviews what's found, confirms, and manually adds anything that's missing.

One clear, organised record of everything they hold.

Ready

You receive a complete picture to work from, not a partial one, and nothing to chase up on.

Everything in one place, fully connected.

How it works commercially

What you get

Your firm buys and distributes user licences to your own clients, who build their own asset register independently.

Three options to access your clients data:

API & CRM embed

Read-only client data, embedded directly into your own CRM.

Read-only dashboard

Read-only client data, embedded directly into your own CRM.

PDF export

Read-only client data, embedded directly into your own CRM.

What it costs

Setup fee

One-off · tiered by firm size

Annual licence fee

Tiered by firm size

Per-user charge

Scales with your clients

Talk to our team

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

Won't this create more noise for an already well-served client?
Doesn't this compete with our family office partners?
How do we know client data stays confidential, including from our own staff who shouldn't see it?
Can Orderist handle clients whose assets and family structures span multiple jurisdictions?

Get in touch today

We’d love to see how we can help.
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