SOURCE: Omni Alliance, Inc.

FiComm Partners

December 08, 2014 12:00 ET

Omniscient Enterprise Advisor Launches; New Cloud-Based Platform Fuels Financial Advisory Firm Growth

IRVINE, CA--(Marketwired - December 08, 2014) -

  • Built from the ground up, to the exacting specifications and requirements of financial advisors, by advisors, to streamline daily workflow
  • Scalable, user-friendly software enables consistent, efficient growth
  • Provides a clear overview of an advisory business, whether that business has one office with one advisor or fifty offices with 5,000 advisors

Omni Alliance, Inc. today announced that it has launched Omniscient Enterprise Advisor ("Omniscient"), 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.

Because Omniscient was created and tested in the trenches by financial advisors and tailored specifically to their highly demanding requirements, this software is extremely easy to adopt and begin using, cost-effective, a useful compliance tool, and it gives advisors a 360° view of their business.

"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," says Eric Horton, Vice President. "Because Omniscient includes the tools advisors use all day long -- and those tools are all within one program -- Omniscient dramatically streamlines the process of getting work done. Beta users report that Omniscient has helped to reduce stress and frustration, and it has given them a big chunk of their day back -- time that many of them have been using to grow their business."

In addition to offering individual advisors streamlined workflow and greatly enhanced control of their day-to-day business, Omniscient's Enterprise View provides a real-time overview of everything happening in a wealth advisory business. The enterprise-level dashboard enables advisory firm owners and managers to run day-to-day operations more efficiently and effectively, to delegate tasks more easily, and to provide better supervision and support for advisors and staff.

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.

During the last two years in beta, nearly 300 financial advisors and staff have been using Omniscient. Their input has contributed to making Omniscient the most user-friendly offering of its kind, requiring little to no training. Onboarding is fast and easy. Omniscient is among the most cost-effective tools of its kind on the market for advisors today.

"CONCERT Wealth Management created Omniscient to do what many RIAs want to do: attract new advisors and grow their businesses. We are grateful that Felipe had the foresight to create this powerful platform to fuel advisors' growth -- and grateful that he has decided to make it available to independent advisors nationwide," says Mark Weiner, CEO of Omni Alliance, Inc. "Omniscient embodies the spirit of independence, and we hope it will add more fuel to the inferno of growth this space is experiencing. Regardless of whether you are one advisor looking to re-capture control of your day or the manager of a one-hundred advisor business looking to maintain your high-octane pace of growth, this platform will become your best friend."

Because Omniscient is online and Cloud-based, advisors can log in from any computer, tablet or smartphone, anywhere. Plus, Omniscient securely manages all of the advisors' data, with no need for additional hardware, software or IT support.

To view a 2-minute introductory video about Omniscient Enterprise Advisor, please visit https://www.omniscientcrm.com/promovideo.

Omni Alliance Inc. offers a personalized, one-on-one, online demonstration of the software covering all aspects of the program. To schedule a personal demonstration, contact Jamie Nordyke at 949-600-6479 or Jamie.Nordyke@OmniscientCRM.com.

About Omni Alliance Inc.

Omni Alliance Inc. recently introduced Omniscient Enterprise Advisor, an all-inclusive, cloud-based Software-as-a-Service that was developed for financial advisors, by financial advisors to help save time, reduce stress and grow their business. This user-friendly, intuitive, enterprise-level software includes CRM (client relationship management), document storage, a secure client portal, email, calendar, report generation, compliance and portfolio management, and it gathers reconciled data from all of the major custodians daily. https://www.omniscientcrm.com/promovideo.

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