1900 The Alameda #100, San Jose, CA 95126

Simple, Powerful, Secure: Software that evens the playing field for firms and advisors to compete at any level…
– Felipe Luna, Founder

BUILT FOR THE INDEPENDENT FINANCIAL FIRM

Independent Financial Firms cannot survive, compete, and grow without the right technology. However, technology solutions are costly, challenging to learn, not integrated, and data duplication is prevalent.

Omniscient © has focused on these challenges and addressed them with a consolidated, easy-to-use, and industry targeted offering.

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SINGLE DATABASE

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AUTOMATES 80% OF BUSINESS ACTIVITIES

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ARTIFICIAL INTELLIGENCE AND ANALYTICS

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SaaS DELIVERY

SOLUTIONS FOR YOUR FINANCIAL FIRM

There is a common misconception that robust Enterprise Management Software is expensive and requires a great deal of technological knowledge to implement and operate. Omniscient has been designed to eliminate these barriers to entry for independent financial advisors and RIAs.

CORE FEATURES


PRO FEATURES – core features plus:


A LA CARTE FEATURES

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CORE features plus select individual PRO feature(s) – you choose
Omni Demo

WHY CHOOSE US?

Built for financial advisors, by financial advisors with over 80 years of combined experience.

SIMPLE
  • Omniscient’s core product is SaaS based and free to use.
  • Choose from three levels of products to best suit your firm.
  • Pay only for additional features that you need.
  • Clean, easy to use interface.
POWERFUL
  • Omniscient integrates the most vital aspects of any advisor’s “technology stack” into a single web-based software solution.
  • Combining business and client data, Omniscient offers a work environment that supports over 90% of an advisor’s daily tasks.
  • Analytics and AI provide insights into business trends, client behaviors and operational efficiencies.
SECURE
  • Omniscient employs a multilayered approach to security across locations, software, hardware, and people.
  • Strong security process coupled with continuous auditing and testing, and security minded people.
  • Audit reports and alerts keep you on top of compliance issues.

PRODUCT OPTIONS

Core
Offering basic functionality, get organized with Omniscient’s Core technology platform designed to manage relationships with your customers. A free option for the individual advisor or small firm with 1 to 4 people.
PRO
The Pro option continues where Core leaves off, with additional features that allow you to grow your mid-sized firms, including Email, Workflow, Projects, and Analytics.

Enterprise
Designed for large financial firms and installations, the Enterprise option is well-suited for more complex business structures and processes.

MARKET TRENDS

A recent financial planning technology survey highlights tools and features used by financial advisors and planners. Conducted in December, 2018, the survey indicates results that support Omniscient’s product direction.

Tools Used By Advisors

Tools Used By Advisors

Omniscient combines CRM, Client portal, Portfolio management, document management, and Compliance, and additional features into one tool.

Tech That Will Change Wealth Management

Tech That Will Change Wealth Management

In line with Omniscient’s direction, Mobile apps, Artificial Intelligence, Predictive Analytics, and Digital Platforms are all part of the Omniscient product platform.

RAPIDLY GROWING

Omniscient – Rapidly Growing – All In One Database
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CASE STUDIES

FREQUENTLY
ASKED QUESTIONS

Yes, although we are working to create this same functionality within Omniscient.

Our customer support team will work with you to map and migrate data from your current system to Omniscient.

Once mapped, we can move your data in less than a day.

The Omniscient customer support team is available to Pro clients and will work with you to do the initial set up and training. Core clients may request assistance for a fee.

In addition to the Omniscient technology platform, we have many additional services to assist you with your back office administration, including Advisor Billing, Performance Reporting, Client Onboarding, Advisor Operations, Portfolio Reconciliation, Financial Planning, Accounting work and Tax Preparation. Please call Omniscient to learn about pricing.

Leveraging Microsoft Outlook and the Omniscient Outlook Add-in, you can capture both outgoing and incoming emails within Omniscient.

Additional features not native to Omniscient like financial planning, risk management, proposal generation and more can be added onto Omniscient for a small additional month fee.​

The Core version is a free option, designed for offices with 1 to 4 people. Upgrade to our Pro version for $149 a month, and experience the full-featured product.

Leveraging your current client data, you can begin by entering client informaiton into Omniscient and from there, continue building out your organization. Our customer support team can assist you with the next steps.

If you are a Pro or Enterprise client, please call our support desk at 669-231-2400. For Core clients, please call for support pricing.

No, Omniscient is in the cloud and is reachable via your internet browser.

No, each client will have their own virtual instance of Omniscient.

No, you are billed monthly, and can use as long as you like.

David Oldaker
David Oldaker
Northern Capital
CEO

Omniscient provided our fixed income trading and advisory businesses a powerful and cost-effective data aggregation platform allowing us to consolidate the portfolio data of thousands of clients representing billions of dollars of investment assets across a number of custody/clearing platforms for a simple flat fee. This technology will play a key role in the development of our fixed income advisory business.

Lawrence Pizzella
Lawrence Pizzella
ARIA Wealth
COO

The Omniscient platform has allowed us to organize and scale our business across multiple locations around the country. We are able to measure, manage and grow our two primary businesses, wealth management and corporate retirement plans, seamlessly with Omniscient’s multi-custodial data aggregation and integrated business views that work for all our employees.

Frank Gavidia
Frank Gavidia, CFP®
Nissim & Gavidia Wealth Management and Financial planning, LLC
Managing Partner & Chief Compliance Officer

This morning I was pleasantly surprised to receive a communication from John regarding a billing I submitted to TD. It looks like I made a typo when I inputted the management fee into an account John notified me they have been reviewing my billing submissions to TD. I was able to correct the fee for my client and resubmit the correct amount. There is no way I would have caught this on my own and our prior billing management company would never have reviewed what I was submitting to TD. It’s reassuring to know we have a second set of eyes on this. We made a good choice to leave Morningstar and move to Omni.

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Monday – Friday: 8:00 AM – 5:00 PM PT

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1900 The Alameda, #100
San Jose, CA    95126
Phone: 669-231-2400