OMNIUM Investment Platform was established in 2014 with a view to supporting independent financial advisors and wealth managers by providing a unique and innovative online infrastructure linking advisors to their clients and clients to their investment portfolios.
This pioneering platform is built on the very latest technology that facilitates investor onboarding and account opening, access to global markets and fund managers, straight through processing as well as whole of wealth functionality. It can be accessed online 24/7 and white labelled to reflect your corporate identity.
Our solutions are delivered in partnership with both international and local service providers such as Salesforce, Pershing, a BNY Mellon Company and AdobeSign to help financial advisors streamline processes, reduce overheads and increase efficiency, thereby increasing competitiveness and profitability.
By reducing the number of hours spent on administrative and procedural work, our platform will free up more time for you to look after your clients, scale your business and enhance your service offering.
The Omnium platform is a significant step that will strategically position participating firms for the future, we’d love to show you how it works, to request a demo or speak to Chris please email firstname.lastname@example.org or call +353 1 2931860, we look forward to speaking to you.