“Simple, Powerful, Secure: Software and services that evens the playing field for firms and advisors to compete at any level. Our Total Practice Management is more than a financial CRM but supplies end-to-end solutions and tools to grow your practice.”
– Felipe Luna, Founder
BUILT FOR THE INDEPENDENT FINANCIAL FIRM
Independent Financial Firms cannot survive, compete, and grow without the right technology and tools. However, technology solutions are costly, challenging to learn, not integrated, and data duplication is prevalent.
Omniscient © has focused on these challenges and addressed them with a consolidated, easy-to-use, and industry targeted offering. Total Practice Management (TPM) provides financial advisor tools and services necessary to grow.
SOLUTIONS FOR YOUR FINANCIAL FIRM
There is a common misconception that robust Enterprise Management Software is expensive and requires a great deal of technological knowledge to implement and operate. Omniscient has been designed to eliminate these barriers to entry for independent financial advisors and RIAs.
CORE FEATURES
PRO FEATURES – core features plus:
A LA CARTE FEATURES
- Live web-conference
- 20 minutes + Q&A
- Core Features
WHY CHOOSE US?
We are redefining indepenance for financial advisors through specifically built financial tools and services.
SIMPLE
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Omniscient is a cloud based, SaaS platform for financial advisors, RIAs and advisory firms.
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Choose from four levels of products to best suit your firm. Automated workflows, an intuitive user interface and integrations aplenty.
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Free trial for 30 days. Invite unlimited users and try out all of the features. See the power of the Total Practice Management.
POWERFUL
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Omniscient integrates the most vital aspects of any advisor’s “technology stack” into a single web-based software solution.
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Combining business and client data, Omniscient offers a work environment that supports over 90% of an advisor’s daily tasks.
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Analytics and AI provide insights into business trends, client behaviors and operational efficiencies.
SECURE
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Omniscient employs a multilayered approach to security across locations, software, hardware, and people.
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Strong security process coupled with continuous auditing and testing, and security minded people.
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Audit reports and alerts keep you on top of compliance issues.
CASE STUDIES
LATEST POSTS
For all your Financial Advisor needs …
WE ARE AVAILABLE