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.
Online ‘dating’ app launched to find perfect planner
The FPA has launched a dating app style service to match Australians with a plan...
BDO partners with Nod
BDO has partnered with Nod to deliver better and more efficient statement of adv...
Super funds closer to forming investment giant
VicSuper and First State Super are one step closer to consolidating, with a lead...