Finance
Run Investment in Finance without losing the last handoff
Investment teams usually stall when investment workpapers and the filed pack sit in different drives. Omni Group gives Finance operators one source of truth for investment — orders, files, and invoices, starting from Launch at €79 / $89 per month. Add an Investment-specific package only when you need it; the workspace already covers day-to-day ops. Typical next buy: Technical audit.
- • Finance teams see that investment filing and close deadlines live in a shared spreadsheet
- • Finance teams see that investment renewals surprise the team because dates live in chat
- • Finance teams see that investment fee quotes stall while someone hunts the latest rate card
Launch
€79 / $89
Start on Launch for Investment. If this finance niche needs a scoped pack next, Technical audit is the usual fit — A written view of stack risk before you add more tools.
Growth
€249 / $279
Start on Launch for Investment. If this finance niche needs a scoped pack next, Technical audit is the usual fit — A written view of stack risk before you add more tools.
Scale
€429 / $469
Start on Launch for Investment. If this finance niche needs a scoped pack next, Technical audit is the usual fit — A written view of stack risk before you add more tools.
Vertical package
Ready to buy€349/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