Please consult the available resources on this page. If you still have questions, contact your advisor.

You can share your by using the feedback button in the portal to complete the form.

Please report the issue using the feedback form or inform your advisor directly.

After logging in, you will land on your personal homepage, which displays various sections (widgets) related to your finances.

In the “Budget Planner” section, you can access the budget module for a simple analysis of your income and expenses. Alternatively, you can access it via the “Consultations” section by clicking on “Budget Planner” to enter your budget step by step. 💡 Tip: More information is available in the “Budget Planner” video.

Please contact your advisor. The consultation case may need to be created for you first.

For example, if you record a Pillar 3a contribution as an expense, it will also appear directly as part of your savings rate – once as an expense and once as a reserved savings amount.

After saving your budget data, you will be asked whether your entries are complete. To edit the data later, simply select the option to continue editing. When the data entry is complete, confirm to transmit it to your advisor.

In the “Assets” section, you will find a clear overview of your current assets.

Yes. In the “Consultations” section, you can review past consultations exactly as they occurred. Please note: The content is read-only. Edits or changes are not possible within the client portal.

If a PDF has been generated for a consultation, it will appear in the “Consultations” section. Marked by a document icon next to the relevant case. If no PDF is visible, your advisor can create one and make it available.

All discussed measures – such as a planned Pillar 3a contribution – are listed in the “Measures” section.

In the “Financial Calculators” section, you can easily perform tax or financial simulations in the interactive format.

The client portal is currently optimized for desktop use. A mobile version is in development and will be available in the future.

The correct URL is: https://omnium-client.braingroup.ch/

Please contact your advisor to update your login email address.

Please contact your advisor to request a new activation code.

Please contact your advisor to request access.

Please contact your advisor to request an additional login.

You can reset your password directly on the login page by clicking “Forgot password?”.

Please contact your advisor for assistance with reconfiguring your multi-factor authentification.

Please check your spam or junk folder. If the email is not there, contact your advisor for support.

Please contact your advisor to request a new link.

This help page provides a video tutorial and a PDF guide to walk you through the registration process step by step. If you need further assistance, your advisor will be happy to assist you.