Finance
A quieter Finance system for Wealth Management
Wealth Management teams usually stall when wealth management renewals surprise the team because dates live in chat. Omni Group gives Finance operators billing and delivery status that wealth management clients can see without chasing email, starting from Launch at €79 / $89 per month. Same catalog price book as every other niche — the problem for Wealth Management is wealth management renewals surprise the team because dates live in chat, so the first scoped add-on is usually Ops clarity bundle.
- • Finance teams see that clients ask for wealth management status because there is no portal
- • Finance teams see that wealth management client documents arrive as email attachments
- • Finance teams see that wealth management filing and close deadlines live in a shared spreadsheet
Launch
€79 / $89
Start on Launch for Wealth Management. If this finance niche needs a scoped pack next, Ops clarity bundle is the usual fit — Audit and workflow plan together when both are needed.
Growth
€249 / $279
Start on Launch for Wealth Management. If this finance niche needs a scoped pack next, Ops clarity bundle is the usual fit — Audit and workflow plan together when both are needed.
Scale
€429 / $469
Start on Launch for Wealth Management. If this finance niche needs a scoped pack next, Ops clarity bundle is the usual fit — Audit and workflow plan together when both are needed.
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