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Omni Investment Committee
By reducing the ongoing pressure of onerous research, due diligence, and admin, Omni Invest frees advisers’ time to concentrate on what matters most; strategic planning, meaningful conversations, and providing good outcomes for clients.
Omni Investment Committee
Access to Investment Committee research, delivered by specialists from Defaqto, RSMR, Hymans Robertson, and more.
Research including SAAs, quarterly performance, market commentary, and associated ratings.
Expertly powered research for better insights, better conversations, and better client outcomes.
Omni Risk Controlled
Forward looking volatility research on market-leading funds and MPS products.
Streamlined advice process including bespoke Defaqto Engage workflow.
Identify the best solution to meet clients’ investment objectives in line with their risk profile.
Dedicated BDMs
Strategic guidance on evolving investment trends and Investment Committee output.
Personalised expert support and conduit to provider insights and contacts.
Automatically receive quarterly Investment Committee outputs. Contact the team to find out more, below.
Technology and infrastructure
A ready-made tech structure for smarter investing through Defaqto Engage.
See the bespoke investment universe in line with the Investment Committee output.
Access to leading solutions whilst working within a fully compliant, audit-ready framework.