Technology

New Cloud-Based SaaS Platform For RIAs Launched By Omni Alliance

Eliane Chavagnon Editor - Family Wealth Report December 8, 2014

New Cloud-Based SaaS Platform For RIAs Launched By Omni Alliance

Omni Alliance has today launched Omniscient Enterprise Advisor, a new platform designed to help independent advisors and RIAs grow and scale their businesses.

Omni Alliance has today launched Omniscient Enterprise Advisor, a new platform designed to help independent advisors and RIAs grow and scale their businesses.

The Cloud-based Software-as-a Service (SaaS) streamlines workflow for advisors by including CRM (client relationship management), email, calendaring, compliance, document storage, report generation, a client portal and portfolio management — all fully integrated within one software program, with each component easily accessible from anywhere in the program. Omniscient also gathers reconciled data from all of the major custodians daily.

“We’ve found that many financial advisors waste a substantial amount of each workday on paperwork, repetitious data entry, and navigating back and forth between different software programs and websites to get their daily tasks done,” said Eric Horton, vice president.

Omniscient was initially designed to help Felipe Luna, CEO of CONCERT Wealth Management, scale his business and work more effectively with CONCERT advisors nationally.

“The software worked so well that Luna spun it off into a completely separate company, independently managed from CONCERT,” Omni Alliance said.
During the last two years in beta, nearly 300 financial advisors and staff have been using Omniscient.

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