Getting Started with oklido
Welcome to oklido! This guide will help you get started with organising your investment documents.
What is oklido?
oklido is an investment document management platform designed for high-net-worth individuals and family offices. It helps you:
- Centralise documents from multiple investment managers, banks, and advisors
- Automatically classify documents using AI
- Connect email to automatically capture incoming documents
- Share securely with family members, trustees, and advisors
- Search and find any document instantly
Quick Start Checklist
- Create your account at oklido.com
- Upload your first document to see AI classification in action
- Connect your email (Gmail or Outlook) for automatic document capture
- Set up smart folders to organise documents automatically
- Invite family members or advisors who need access
Next Steps
Quick Start Guide
Complete walkthrough in 5 minutes
Your First Document
Upload and explore document features
Connect Email
Set up Gmail or Outlook integration
Need Help?
If you have questions during setup, our support team is here to help:
- Email: support@oklido.com
- Response Time: Within 24 hours (business days)