Wealth managers use OMYEN's unique technologies to efficiently grow their business, develop comprehensive financial plans, offer specialized planning solutions to Baby boomers and their children, and offer a powerful communication platform for their clients.
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• Quick checkup & PFI score
• Efficient client acquisition
• Visual & collaborative
• Advanced alerts & reporting
• Huge time savings; More than 50%
• Scalable for client life stages
• Advanced cash flow & goals based
• Outward simplified, inward advanced
• Collaborative document exchange
• Data collection & integration
• Accounts aggregation
