Company
Category
Client Relationship Management
Released
18 January 2021
Type:
Open API
Omnium Pension Provision (German: Vorsorge-Analyse)
Contact usAbout 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