Omnium Client Portal

Instructions

Installation Multifaktor-Authentifizierung
Das Wichtigste in Kürze
Budgetplaner
Download PDF Guide (German)

Frequently Asked Questions

Access & Registration

I want to use the Omnium client portal. How do I get access?

Please contact your advisor. They will activate your access.

I need an additional client portal login for a third party (e.g., partner, children). What should I do?

Contact your advisor. Additional logins can be set up for you.

I forgot my password. How can I reset it?

You can reset your password directly on the login page. If this doesn’t work, your advisor will be happy to assist you.

My multi-factor authentication needs to be set up again.

Please contact your advisor.

I did not receive an email for registration or password reset.

Please check your spam folder. If you still cannot find the email, contact your advisor.

The email link for registration or password reset is no longer valid.

Please contact your advisor.

I need help with the initial registration.

You will find a step-by-step PDF guide on the help page. Your advisor will gladly assist you if you have any questions.

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Technical Issues

I can no longer find the client portal link (URL).

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

I would like to change my login email address.

Please contact your advisor.

I forgot my activation code.

Please contact your advisor.

I cannot find the app in the App Store.

Apple App Store: insert link
Google Play Store: insert link

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Mobile Usage

Can I use the client portal on a smartphone or tablet?

Yes. The portal is available via browser and as an app.

iOS (Apple): Download on the App Store
Android: Download on Google Play (available soon)

How do I log in to the app?

Use the same login credentials as for the desktop portal.

Are there differences between desktop and mobile?

The mobile view is more compact, but all key features remain available.

Will I receive push notifications in the app?

Push notifications are currently not available but are planned for a future release.

I am having trouble logging into the app. What can I do?

Try the following steps:

  • Check your internet connection
  • Update the app
  • Restart your device
  • Reset your password using the “Forgot password” option

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Usage & Features

How can I plan my household budget?

In the “Budgetplanner” section, you can analyse your income and expenses.
Note: Display may vary depending on your device.

I cannot see the Budget Planner. What should I do?

The “Budgetplanner” is located in a separate section, not under “Consultations”.
If it is not visible, please contact your advisor. It may not yet be activated.

Can I review past advisory sessions?

Yes. In the “Consultations” section, you can revisit previous sessions step by step, including all data and calculations.
Note: Changes are not possible.

Can I download a consultation PDF?

If available, you will find the PDF in the “Consultations” section (document icon).
If no PDF is available, your advisor can provide one.

Where can I find agreed measures?

All released measures are available in the “Measures” section.

How can I share documents?

In the “Documents” section, you can upload files and share them with your advisor.

Can my advisor also provide documents to me?

Yes. Documents shared by your advisor can be downloaded in the same section.

Which file formats are supported?

Supported formats: PDF, JPEG and PNG
Maximum file size: 5 MB

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Feedback & Support

I have questions about using the client portal.

Please check the help pages first. If needed, your advisor will be happy to assist you.

I have general questions or feedback.

Please contact your advisor.

I found a bug in the client portal.

Please report it to your advisor so it can be reviewed.

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