From budget planning to pension and life planning to individual investment and insurance solutions. With Omnium, you can accompany your customers through all life events – proactively and holistically.
Efficient advice for financial professionals with Omnium
Financial advisors and brokers juggle complex client cases, various tools, and organizational tasks on a daily basis. Omnium integrates all relevant elements into a single system: modern specialist modules, central control, and a platform that allows clients to exchange information and use self-service functions with ease. The result is greater clarity, noticeable relief in everyday work, and – above all – more time for what really matters: personal, value-adding advice.
Complexity made easy to understand
Visualizations, simulations, and interactive modules make your advice clear and comprehensible—even when dealing with complex topics. Omnium Advisory provides the technical depth you need as an advisor—while offering your clients the digital support they value.
The digital bridge to your customers
With the Omnium customer portal, you can stay in touch with your customers at all times – online or on the go. Features such as secure document exchange, interactive calculators, and self-service functions ensure a modern, transparent consulting experience and strengthen customer loyalty.
Comprehensive consulting from A to Z
Everything at a glance at all times
With the Omnium advisory cockpit, you can control the entire advisory process – from preparation to follow-up. Your own customer management, pending item tracking, and a central data overview ensure clear structures and maximum efficiency.
Cloud-based operation
Omnium is operated efficiently in the cloud – without any complex on-site infrastructure. This allows you to benefit from maximum flexibility, fast updates, and high security, so you can focus fully on your customers.