Overview
Omni planner has developed tools to allow each data source to be reconciled before it is loaded into the database. This allows each tool to work with data from a unified sql database that has been reviewed, thus reducing errors and support costs.
Features
Communication Tools
E-mail & Compliance Hosting
Letter Generation
Mail Merge Integration
Data Integration
Clearing Firm Data
Direct Held Integration
Trade/Commission Data
Data Upload/Download
Custom Integration
Data Back Up & Restoration
Client Relationship Mgt
Client Data Mgt
Activity Data Mgt
Integrated Event Tracking
Custom Attribute Builder
Research
Issuance Search
Issuance Analysis
Fact Sheet Summaries
Model Development
Custom Issuance Builder
Marketing
System Interface Branding
Prospect Management
Communication Tools
Prospect & Lead Generation Tools
Reporting Systems
Report Building Tools
Holdings Reports
Performance Reporting
Proposals
Fact Sheets
Custom Cover Pages
Disclaimers & Disclosures
Admin
System Management Tools
Usage Activity Log
Integrated Permission System
Content Administration
Task & Notation System
Complex Task Mgt
Calendaring System
Custom Task Typing
Allocation & Rebalancing
Complex Allocation
Rebalancing
Proposal Builders
Action Comparison Tools
Group / Block Programs
Compliance
Disclaimer Management
Trade Activity Log
Compliance Recording
Record Keeping
Email Audit and storage
Commission & Billing Tools
Advisory Billing System
Transaction Tracking
Commission toolset
In Depth Billing Reports
©2007 OmniSoftware LLC. All Rights Reserved.
