Omnium Pension Provision (German: Vorsorge-Analyse)

About the partnership

The Pension Provision module is used to create simple provision checks as well as comprehensive in-depth risk analysis. The module covers all cases of disability, death and retirement.

Key features

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
Highly customizable and flexible PDF client document