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Advisor Services

Our Brochure

View our 2017 brochure for an easy to read guide on all of the advisor services offered by OMNI.

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Services

Operations

Operations

Our operations associates will make sure that all of your clients’ paperwork is processed in a prompt and complete manner. If issues arise, we will track down the problems and resolve them.

We manage client paperwork and record keeping requirements for you so that you can provide the highest level of uninterrupted service to your clients. When you call us with a question, you’ll connect to a live OMNI professional, not to a remote call center.

We can manage all custodial interfacing for you from new accounts to new client account transfer as well as getting your clients set up in our unique Omniscient CRM system.

 

Technology

Technology Advisor

When you partner with OMNI, you get access to our entire technology suite. This integrated technology solution includes email and web hosting as well as email retention and email review solutions. Our all-in-one solution saves you the time and hassled of researching, reviewing, implementing and integrating the many technologies necessary to run a business. Our fully-integrated, multi-custodial platform that includes contact management, portfolio performance reporting, form filling, regulatory compliant document management, risk profiling, investment policy generation, a client portal, and all nightly/weekly backups for managing your clients’ accounts. Our platform continually measures and reports transaction, operational, and service based performance, so you’ll be able to easily adjust and communicate this information to your clients. 

 

Marketing

Marketing Advisor

OMNI marketing professionals will help you create a     cost-effective marketing strategy to establish your own unique brand of service and help your business stand out.

OMNI marketing services include:

  • Integrated campaign strategies
  • Collateral and stationery
  • Advertising solutions
  • Website development and hosting
  • Email marketing
  • Corporate brand development
  • Market research
  • Personalized web site design
  • Logo creation

Features

Technology Solutions

A single and easy way to understand point of contact for all your technology needs in an integrated secure environment. It includes: Email hosting and retention, Web hosting, Regulatory compliant document management system, Regulatory compliant back ups, Regulatory compliant cyber security.

Middle office

Middle office and on demand services are discretionary services which can be utilized on demand by a financial advisor. These services include investment management, financial planning, retirement plan services.

Operational Administration

Encompasses all non client facing technology and administrative functions of an advisory business that are not custodial services. These services include: Operations Administration, Portfolio Accounting, Document Administration, and Business Services such as bookkeeping, document admnistrations.

"Helping Advisors succeed by empowering them to focus on their clients - Independence Redefined" - Felipe Luna, CEO