OMNIiAM

OMNI

An all-encompassing intelligent asset management platform.

OMNIiAM

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

1. Investor’s Details
1. Investor’s Details
2. Risk Assessment
2. Risk Assessment
3. Risk Assessment Summary
3. Risk Assessment Summary
4. Product Recommendations
4. Product Recommendations
5. IC Input Via Camera
5. IC Input Via Camera
6. Investor Application File Generation
6. Investor Application File Generation
7. Investor’s Signature
7. Investor’s Signature
8. Order Summary
8. Order Summary
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Let OMNI perform the heavy lifting for you so your financial advisors can focus on what matters most - client servicing

Let OMNI perform the heavy lifting for you so your financial advisors can focus on what matters most - client servicing

Let's talk about how OMNI
can work for your business

Let's talk about how OMNI can work for your business