Finance
A quieter Finance system for Financial Planning
Financial Planning teams usually stall when financial planning client documents arrive as email attachments. Omni Group gives Finance operators expert services when this niche needs a human to implement it, starting from Launch at €79 / $89 per month. Expert services for Financial Planning are scoped deliverables — a portal, documents, or a live page — not a custom rebuild of the whole practice.
- • finance teams see that financial planning fee quotes stall while someone hunts the latest rate card
- • finance teams see that financial planning workpapers and the filed pack sit in different drives
- • finance teams see that clients ask for financial planning status because there is no portal
Launch
€79 / $89
Start on Launch for Financial Planning, then add a scoped expert service if this finance niche needs a done-for-you setup.
Growth
€249 / $279
Start on Launch for Financial Planning, then add a scoped expert service if this finance niche needs a done-for-you setup.
Scale
€429 / $469
Start on Launch for Financial Planning, then add a scoped expert service if this finance niche needs a done-for-you setup.
Vertical package
Ready to buy€790/mo
Monthly industry pack: CRM setup, automations, and AI support for this niche — scoped deliverable, not a custom rebuild of the whole practice.
Buy nowRecommended deliverables
How we deliver
- 1. Client KYC packet
record
- 2. CRM onboarding ledger
create-contact
- 3. Quote + invoice
invoice
- 4. Reconcile payment
run
- 5. Notify unlock
send
- 6. Exception queue
create