Company
Category
Client Relationship Management
Released
18 January 2021
Type:
Open API

Omnium Pension Provision (German: Vorsorge-Analyse)

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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