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 a client portal buyers in this niche can actually log into, starting from Launch at €79 / $89 per month. Expert services for Investment are scoped deliverables — a portal, documents, or a live page — not a custom rebuild of the whole practice.
- • 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, then add a scoped expert service if this finance niche needs a done-for-you setup.
Growth
€249 / $279
Start on Launch for Investment, then add a scoped expert service if this finance niche needs a done-for-you setup.
Scale
€429 / $469
Start on Launch for Investment, 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