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 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.
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
OMNI has the technology and services to help
advisors build efficient and effective
practices maximizing client satisfaction and enterprise value.