1900 The Alameda #100, San Jose, CA 95126

Integration-Omniscient INTEGRATION All Your Firm’s Financial
Tools in One Place
LEARN MORE > GET OMNISCIENT NOW
PEACE OF MIND COMPLIANCE CHECKS AND ALERTS LEARN MORE > GET OMNISCIENT NOW IN A SECURE ENVIRONMENT Data Driven - Omniscient Reporting and Analytics for
the Financial Advisor
Data Driven Decision Making LEARN MORE > GET OMNISCIENT NOW
Built By Financial Advisors Tech Platform for Financial Advisory Firms INDEPENDENCE REDEFINED LEARN MORE > GET OMNISCIENT NOW

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.

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SINGLE DATABASE

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AUTOMATES 80% OF BUSINESS ACTIVITIES

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ARTIFICIAL INTELLIGENCE AND ANALYTICS

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SaaS DELIVERY

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

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CORE features plus select individual PRO feature(s) – you choose
Omni Demo

Slide Schedule a Demo
  • Live web-conference
  • 20 minutes + Q&A
  • Core Features
Sign Up For Demo

WHY CHOOSE US?

We are redefining indepenance for financial advisors through specifically built financial tools and services.

SIMPLE
  • Omniscient’s core product is SaaS based and free to use.
  • Choose from three levels of products to best suit your firm.
  • Pay only for additional features that you need.
  • Clean, easy to use interface.
POWERFUL
  • Omniscient integrates the most vital aspects of any advisor’s “technology stack” into a single web-based software solution.
  • Combining business and client data, Omniscient offers a work environment that supports over 90% of an advisor’s daily tasks.
  • Analytics and AI provide insights into business trends, client behaviors and operational efficiencies.
SECURE
  • Omniscient employs a multilayered approach to security across locations, software, hardware, and people.
  • Strong security process coupled with continuous auditing and testing, and security minded people.
  • Audit reports and alerts keep you on top of compliance issues.

CASE STUDIES

LATEST POSTS

For all your Financial Advisor needs …

WE ARE AVAILABLE

working hours

Monday – Friday: 8:00 AM – 5:00 PM PT

we are here

1900 The Alameda, #100
San Jose, CA    95126
Phone: 669-231-2400