Omni Alliance has introduced a new cloud-based software-as-a service (SaaS) platform designed to assist independent advisors and RIAs grow and scale their businesses.
Dubbed as Omniscient Enterprise Advisor (Omniscient), the scalable, user-friendly platform streamlines daily workflow for advisors by including CRM, email, calendaring, compliance, document storage, report generation, a client portal and portfolio management.
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The new cost-effective platform will provide advisors a 360° view of their business as well as a real-time overview of everything happening in a wealth advisory business.
In addition, the compliance tool allows advisory firm owners and managers to run day-to-day operations more efficiently to assign tasks more easily, and to provide better supervision and support for advisors and staff.
It also safely manages all of the advisors’ data, with no need for additional hardware, software or IT support.
Omni Alliance said that Omniscient was initially developed to assist Felipe Luna, CEO of CONCERT Wealth Management, scale his business and work more efficiently with CONCERT advisors nationally. Following the implementation of Omniscient, Luna spun it off into a completely separate company, independently managed from CONCERT.
Eric Horton, vice president of Omni Alliance, said: "Because Omniscient includes the tools advisors use all day long and those tools are all within one program Omniscient dramatically streamlines the process of getting work done."
Mark Weiner, CEO of Omni Alliance, said: "Regardless of whether you are one advisor looking to re-capture control of your day or the manager of a one-hundred advisor business looking to maintain your high-octane pace of growth, this platform will become your best friend."
