Modules and topics
The cockpit serves as the starting point for consultants and customers entering the world of Omnium consulting. Two separate areas offer advisors the ideal separation for preparing for meetings and conducting the actual consultation, with all the necessary functions.
The Basic advisory module offers the opportunity to analyze the customer's financial situation together with them and discuss potential opportunities and risks. The clever integration of services and products and the definition of concrete measures enable needs- and goal-based consulting.
The Finance module offers everything you need for comprehensive financing advice for all private residential construction projects (purchase, new build, replacement, increase, modification), right through to a binding financing offer. Thanks to clear visualizations, the necessary functional depth, and a wide range of integration and configuration options, the financing process can be mapped flexibly.
The Investing module follows a goal-based investing approach. In addition to recording your financial situation and investment volume, investment goals are defined, which can then be implemented using the appropriate strategy and investment solution.
The Pension provision module can be used to create simple provision checks as well as comprehensive risk analyses. Two configurable modes (BASIC and PRO) offer the option of tailoring the depth and breadth of functionality to the needs of individual roles.
The Life and pension planning module is a financial planning tool based on interactive life events and measures. A sophisticated scenario functionality enables advisors to create and compare different financial and pension planning scenarios. Individual life events and measures can be managed interactively. All income and asset projections are updated immediately, both prospectively and retrospectively. The module can be used either for life planning or reduced to the functionalities of pension planning.
The Tax module supports various types of taxes in analyzing the current situation and optimization. Comprehensive comparisons can be simulated and savings for the customer can be identified. Tax data is collected from throughout Switzerland and updated several times a year. Data sourcing and updating are carried out in-house.
The Inheritance and bequeathing module calculates statutory inheritance shares and compulsory portions based on the degree of kinship. It also demonstrates how a spouse can be optimally benefited through a marital agreement (with advancement assignment) and a will (allocation of the disposable portion) to maximize spousal benefits.
The Omnium Household budget makes it easy to plan your budget. It is based on statistical values derived from household size and income, as well as the calculation of actual taxes.
Request your free demo access now
Your demo access benefits
- Full access to all modules
- Simple and secure login process (no installation required)
- Personal guidance and support
- No obligation and free of charge
Your contact person
“With Omnium's demo access, you can easily test all the modules for free. I look forward to advising you.”
Sascha Schmid
Customer Success Executive, Digital Banking
+41 44 297 57 37
Sascha.Schmid@netcetera.com
Request your free demo access now
Your demo access benefits
- Full access to all modules
- Simple and secure login process (no installation required)
- Personal guidance and support
- No obligation and free of charge
Your contact person
“With Omnium's demo access, you can easily test all the modules for free. I look forward to advising you.”
Sascha Schmid
Customer Success Executive, Digital Banking
+41 44 297 57 37
omnium-customerservice@netcetera.com
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