Onebase

Onebase is a financial technology company specializing in investment data consolidation software. The company serves financial service providers, businesses, and their clients by optimizing data flow between various service providers and ensuring regulatory compliance. Operating in the financial technology market, Onebase offers a cloud-first business software solution that allows users to access and manage their data from anywhere. The business model revolves around providing a subscription-based software service that consolidates data from hundreds of sources into a single, standardized format. This enables clients to maintain a holistic view of their investment data, perform business intelligence (BI) analysis, and generate client reports with ease. Onebase also offers advisory services to help businesses transition to the cloud. The company makes money through subscription fees for its software and additional consulting services.

Keywords: investment data, financial technology, data consolidation, cloud software, regulatory compliance, business intelligence, client reporting, multi-currency, data standardization, financial services.