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Designed to empower financial advisors and enhance their client relationships, OMNI is an interactive and intuitive presentation builder with embedded compliance and secure sharing protocols that streamlines financial conversations and enables better decision-making for both advisors and investors.
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James Rockwood, Founder and CEO of CapIntel, said, "With an ongoing commitment to advancing technology in the financial industry, OMNI sets the stage for a transformational shift in advisor-client and advisor-asset manager conversations. By providing advisors with a comprehensive and interactive presentation tool, OMNI aims to elevate the value proposition of advisors and create an impeccable digital experience for clients."
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