Omnium Investment Platform was established in 2014 with a view to supporting independent financial advisors and wealth managers create better client experiences for their clients by providing a unique and innovative online infrastructure linking advisors to their clients and clients to their investment portfolios.
Our pioneering platform is built on the very latest technology that facilitates digital investor onboarding and account opening, access to global markets and fund managers through our leading custodian, straight through processing as well as whole of wealth reports and data aggregation. The platform is accessible online 24/7 and can be white labelled to reflect your corporate identity.
Our solutions are delivered in partnership with both international and local service providers such as Salesforce, Pershing, a BNY Mellon Company, AdobeSign and ID-Pal to help financial advisors streamline processes, reduce overheads and increase efficiency, thereby increasing competitiveness and profitability.
By reducing the number of hours spent on administrative and procedural work, our platform will free up more time for you to look after your clients, scale your business and enhance your service offering.
The Omnium platform is a significant step that will strategically position participating firms for the future.
For more information, to request demo or to speak to one of our team visit www.omniumplatform.com or call +353 1 293 1860.
nAperte DAC trading as Omnium Investment Platform is regulated by the Central Bank of Ireland.
Industry
Investment Management, Other Investment Pools and Funds, Finance and Insurance
HQ Location
The Mall, Beacon Court
Suite 1
Sandyford, Dublin D18 PV34, IE
Keywords
Straight Through ProcessingOnline Trading for Advisors24/7 Cloud Based PlatformDigital OnboardingAggregated Portfolio DatClient Asset SafeguardigEnd Client PortalComplementary CRM