Company
Category
Client Relationship ManagementInvestment Advisory
Released
18 January 2021
Type:
Open API
Omnium Life & Pension Planning
Contact usAbout 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