As many financial advisors practices shift to remote work, our platform will be a valuable tool to work efficiently and communicate effectively.
Omniscient users have a business continuity plan in place as our cloud-based systems are securely accessible by any compatible internet-connected device to provide you with the tools to work remotely. Our technology is safe and stable as we have recently hardened our security with new servers in multiple locations. With ‘shelter in place’ orders are being put into effect, it is our social responsibility to follow guidelines to help ‘flatten the curve’.
Excellent remote working tools are built into our Total Practice Management platform. No matter where you are located our CRM, client/team communication tools, document access, and email are integrated and accessible to allow your practice to continue to work effectivity. It is our goal to provide you with all the tools necessary to provide the best service possible to your clients.
More Informaiton on ‘Flattening the Curve’ by Washington Post