Collaborate
Families and advisors work together in OnePlace.
Your centralized space to store files, communicate with your team, and complete tasks more efficiently.
Margaret Allen
Allen Family
Ali Shipper
Tax Accountant
HoldCo Inc.
Peter Wilson
Chief of Staff
Michael Allen
Allen Family
Features
Powerful tools to run your operations.
Group Workspaces
Create working groups by legal entity or family member. Communicate and share information with internal and external stakeholders.
Projects and Tasks
Build your project roadmap and assign tasks to stay aligned. Easily track progress to stay in the loop.
Family Context Hub
Build your own family wiki. Write a family constitution, record your family history, share contact lists, and more.
Document Vault
A secure space for your private files and information. Simple integrations into cloud storage platforms like OneDrive, Google Drive, Dropbox.
Fast and Easy Setup
No hidden fees or custom integrations required. Get started within minutes and access our 24/7 customer support if you need help.
Custom Access Permissions
Tailor user access permissions to maintain privacy where you need it or drive transparency as required.
Completely secured data encryption.
SOC2 Compliant
OnePlace is SOC2 certified, representing the highest level of enterprise grade data security on the market.
Robust Data Encryption
At OnePlace, we prioritize the security of your data through robust encryption measures. Our approach involves encrypting both the databases and files stored on our platform.
Two-factor Authentication
Further secure your account using two-factor authentication for added password and log-in security.
