We understand that time is money and that is what we will save you. You also can keep your current CRM as we offer end to end advisor services. We can custom tailor each package to your business’s needs. If your happy with your current CRM, we’ll support you but sometimes a 20-minute demo is worth seeing what tool are availible to you.
With Ease! Our customer support team will work with you to map and migrate data from your current system to Omniscient. As we take care of the data migration, you’ll be able to operate business as usual. Once complete, your business will be up and running on the platform without any downtime.
In addition to Omniscient’s technology platform, we have additional services to assist you with your back office administration including; Advisor Billing, Performance Reporting, Client Onboarding, Advisor Operations, Portfolio Reconciliation, Financial Planning, Accounting work and Tax Preparation.
Offering basic functionality, get organized with Omniscient’s Core technology platform designed to manage relationships with your customers. A free option for the individual advisor or small firm with 1 to 4 people.