Omniplan
Curated by SignalFinancial planning software streamlining client management for advisors and institutions.
Overview
Omniplan is a company that focuses on providing financial planners and advisors with solutions aimed at improving client management and investment strategy development. The platform includes various products such as financial planning software and cloud-based solutions, which are intended to support accurate calculations and informed decision-making. Omniplan serves both financial institutions and independent advisors, addressing the demand for dependable financial planning tools that facilitate process efficiency and compliance with regulatory requirements. The platform incorporates features like predictive analytics, digital dashboards, and secure client portals to enhance communication and transparency, allowing users to develop customized financial strategies.
Key facts
- Founded
- 1995
- Headquarters
- Amsterdam, Netherlands
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 1 product or service
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Contact
- Primary office
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