OmniPlanner is a unique tool, designed to automate many key functions for broker/dealers and Financial Planners. We help broker/dealers meet their obligations to customers and regulators so that financial planners can spend more time on revenue generating activities.
Enhance
Enhance the Productivity of your Financial Planners - View and manage accounts consolidation by customer including links to fund datasheets and bulk reallocation. Multiple Consolidated Reports across clearing firms and away held investments. Integrated CRM, Task, and Account data at the Broker's fingertips. Performance Reports.
Simplify
Simplify Operational Processes - Data is Reconciled before entering the database allowing Integrated Billing and Commissions as well as Broker data from a single integrated database.
Compliance
Integrated Email including Review, Audit and Archive functions along with functions including Suitability Surveys integrated with the CRM data, ease the burden of compliance.
Profitability
Cost Effective - By offering your private label Omniplanner based solution, you add a new revenue stream to your Broker/Dealer. Consolidated Account Management, Research/Proposals, CRM, Suitability, Email Compliance, Reports, and Allocations , are now profit centers for your broker dealer
© 2007 OmniSoftware LLC. All Rights Reserved.
