“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.
PRO FEATURES – core features plus:
A LA CARTE FEATURES
WHY CHOOSE US?
We are redefining indepenance for financial advisors through specifically built financial tools and services.
Omniscient is a cloud based, SaaS platform for financial advisors, RIAs and advisory firms.
Choose from four levels of products to best suit your firm. Automated workflows, an intuitive user interface and integrations aplenty.
Free trial for 30 days. Invite unlimited users and try out all of the features. See the power of the Total Practice Management.
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.
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.
Omniscient provided our fixed income trading and advisory businesses a powerful and cost-effective data aggregation platform allowing us to consolidate the portfolio data of thousands of clients representing billions of dollars of investment assets across a number of custody/clearing platforms for a simple flat fee. This technology will play a key role in the development of our fixed income advisory business.
The Omniscient platform has allowed us to organize and scale our business across multiple locations around the country. We are able to measure, manage and grow our two primary businesses, wealth management and corporate retirement plans, seamlessly with Omniscient’s multi-custodial data aggregation and integrated business views that work for all our employees.
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