Company
Kategorie
Client Relationship ManagementInvestment Advisory
Released
18 Januar 2021
Type:
Open API

Omnium Life & Pension Planning

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About the partnership

The Life and Pension Planning module is a financial planning tool based on interactive life events and measures. A sophisticated variant functionality allows the advisor to create and compare different fi-nancial planning and/or pension planning scenarios.

Key features

  • The whole financial planning process – from data collection to customer presentation – is managed interactively with immediate graphical presentation
  • The smart integration into the Omnium Suite allows reuse of client data, deep API integration options and customer-specific CI/CD customization
  • 100% focus on face-to-face advisory including expert views