OmniworthYour complete financial picture, powered by math.
Omniworth is the financial command center for people and offices that have outgrown spreadsheets — one system for net worth, cash flow, and decisions you can verify.
Why Omniworth
Clarity for finances that run like a small enterprise.
One complete picture
Banks, brokerages, credit, loans, and illiquid assets — linked or entered by hand — in a single workspace operating view.
Math you can audit
Forecasts, withdrawals, and AI answers come from deterministic tools over your data. Numbers are calculated, not invented.
Built for complexity
Entities, advisors, philanthropy, and a document vault — so multi-entity workspaces run from one system of record.
Features
Everything you need to operate the workspace balance sheet.
Net worth dashboard
Assets, liabilities, entity breakdown, and history — the workspace balance sheet at a glance.
Accounts & bank linking
Connect institutions securely, add manual accounts when you can’t link, and track real estate and other holdings under Assets.
Cash flow & forecasts
Deterministic 30/90/365-day projections from recurring streams and spending patterns.
Scenarios
Model purchases, gifts, and drawdowns against the forecast engine — baseline vs. what-if.
Withdrawal planner
Need liquidity? Sources ranked by all-in cost: fees, penalties, and tax character.
AI assistant
Ask questions in plain language. Every answer uses tool calls that are logged and scoped to your workspace.
Entities & vault
Map accounts to LLCs and trusts; store statements and estate docs with review reminders.
Advisors & reports
Invite advisor viewers, share a controlled view, and generate monthly statements automatically.
Trust