OMNI
An all-encompassing intelligent asset management platform.
OMNI
An all-encompassing intelligent
asset management platform.
OMNI
An all-encompassing intelligent
asset management platform.
Onboard investors in mere minutes
Close more clients in less time!
Zero paperwork translates to
more client-facing time
Zero paperwork translates to
more client-facing time
Generate client risk assessments on the fly
Immediately generate product & service
recommendations based on client risk assessment
Optimise efficiency with a comprehensive
client management system
All data submitted to the
back office immediately
All data submitted to the back office immediately
Reduce processing from days to minutes!
Investor’s Details
Risk Assessment
Risk Assessment Result
Product Recommendations
IC Input Via Camera
Application File Generation
Application Confirmation
Proof Of Payment
Application Status
Successful Submission
Previous
Next