Onebase Information

Onebase is trusted by family offices, advisory practices, financial advisory businesses, mutual assurers, fund managers and banks that require accurate, consolidated and governed investment data across their organisations. We aggregate and normalise investment data from 140+ local and offshore platforms, custodians and banks, covering all investment types and currencies, into a single governed source of truth. We deliver comprehensive, best-in-class client reporting and consolidated investment views. In addition, we provide structured, reconciled datasets designed to integrate directly into your core software, BI tools, client engagement platforms and internal operational processes, ensuring the same consistent dataset powers every part of your business. Investment managers and leadership teams move seamlessly from consolidated portfolios to account-level holdings, transactions and performance across multiple currencies, with full confidence in data accuracy, control and governance. Our breadth of coverage and structured normalisation capability allows you to onboard new books, merge acquisitions, or introduce new platforms and products without disrupting reporting or losing oversight. Protection of personal information, including compliance with POPIA and GDPR, governs all aspects of our service. You get: • Clear, consolidated investment visibility • Reusable, integration-ready data • Seamless growth, onboarding and platform flexibility • More time for clients and strategic decision-making