Omnium forms risk software integration with licensee
Risk software provider Omnium has partnered with a non-institutionally-aligned advice firm as it announces a new integration with the licensee.
Omnium said in a statement that, through its partnership with Infocus Wealth Management, its risk research tool, OmniLife, has been integrated with Infocus’ CRM and end-to-end advice solution, Platformplus.
The integration will allow Infocus advisers to undertake research for clients and generate statements of advice (SOAs) without the hassle of toggling between different systems, the statement said.
Advisers licensed through Infocus will now be able to use OmniLife.
Infocus managing director and chief executive Rod Bristow said the integration “is a win-win for our advisers and for OmniLife”.
“OmniLife as a risk modelling solution really resonates with our advisers due to its usability and capability feature set,” Mr Bristow said.
“Our advisers are delighted that OmniLife is fully integrated with Platformplus – our own CRM and end-to-end advice and business management software solution.”
Omnium director David King said Infocus has continued to promote Omnium to its adviser base for a few years now.
“Based on that commitment and their wide adviser reach, we were more than happy to integrate our OmniLife solution with Platformplus,” Mr King said.
Advisers warned on breaching section 55 of SIS Act
The rising occurrence of legal challenges surrounding SMSF death benefits is inc...
Tickr looking to expand to Sydney
A hub that helps advisers move away from the major banks to operate their own bu...
FASEA releases September exam results
The Financial Standards and Ethics Authority has announced the results of its se...