Omnium Life & Pension Planning
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 im-mediate 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
- Proven application and heavily used by many leading Swiss banks and insurance companies
- Highly customizable and flexible PDF client document


Key features
Key features
- The whole financial planning process – from data collection to customer presentation – is managed interactively with im-mediate 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
- Proven application and heavily used by many leading Swiss banks and insurance companies
- Highly customizable and flexible PDF client document
Description
Preview

