1900 The Alameda #100, San Jose, CA 95126

FAQ

FREQUENTLY
ASKED QUESTIONS

The opportunity to doubling the value of your practice, increase revenue upwards of 20-30% and increase efficiency by 80%.

CASE STUDY #1

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.

By centralizing all divisions of business operations under a single platform, clear vision of business activiteis are provided that will lead to proven results.

CASE STUDY #3 

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.

The Omniscient team is available to walk you through initial set up, training, support and provide solutions throughout the entirety of our service to you.

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.

Your company will just be powered by Omniscient but your Branding is on all internal and external business materials including your Client Portal.

No, Omniscient is in the cloud and reachable via internet browser on any compatible device including mobile.

It’s as simple as entering or importing your client’s information into Omniscient. Our customer support team can assist you with the steps.

No but additional features not native to Omniscient like financial planning, risk management, proposal generation and more can be added onto Omniscient.

No, each client will have their own virtual instance of Omniscient.

Let us know how we can help you.
Click the Submit button after filling out the form. Or, call us!

Mailing Address:
Omniscient
1900 The Alameda #100
San Jose, CA 95126

Phone: (669) 231-2400 x111
Mon – Fri: 8:00 AM – 5:00 PM PT

PRODUCT OPTIONS

Core
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.
PRO
The Pro option continues where Core leaves off, with additional features that allow you to grow your mid-sized firms, including Email, Workflow, Projects, and Analytics.

Enterprise
Designed for large financial firms and installations, the Enterprise option is well-suited for more complex business structures and processes.