OMNIUM Investment Platform is a pioneering brand established in 2014, dedicated to supporting independent financial advisors and wealth managers. Our unique and innovative online infrastructure connects advisors to their clients and clients to their investment portfolios. We take pride in staying at the forefront of technology, providing features such as investor onboarding, account opening, global market access, and fund manager connectivity.

Our platform offers straight through processing and whole of wealth functionality, ensuring seamless and efficient operations. Our solutions are delivered in partnership with renowned international and local service providers, including Salesforce, Pershing (a BNY Mellon Company), and AdobeSign. By streamlining processes and reducing overheads, we empower financial advisors to increase their competitiveness and profitability.

Our platform minimizes administrative work, freeing up more time for advisors to focus on their clients, expand their businesses, and enhance their service offerings. With 24/7 online access and the ability to customize the platform with your corporate identity, the OMNIUM Investment Platform is designed to strategically position participating firms for the future. Contact us to request a demo and discover how OMNIUM can transform your financial advisory business