Efficiency gains
More clients per advisor
Back-office automation
Private Banking redefined
Your EAM Platform
A digital platform with seamless integration of custodian banks, service providers and product manufacturers. From onboarding to reporting, it forms the digital workspace for modern, compliant advisory operations.
Digital onboarding. Advisory workflows. Reporting. Delivery orchestration.
PRIVATE WEALTH CONNECT
Cloud Platform
A digital platform with seamless integration
of custodian banks, service providers and product manufacturers.
Your Digital Workplace
Core requirements
- Customizable design in your own corporate identity
- Digital client onboarding process
- Integrated order capture
- Flexible billing models
- Support by a business service desk
- Integration of custodian banks, service providers and third-party products
Workflow support
- Analysis and control
- Planning and follow-up of client activities
- Creation of proposals and recommendation documentation
- Support for legal and regulatory requirements
- Execution and reporting
Value Proposition
What you achieve with us
Our answer to the key factors that influence your business model.
Cost reduction
Comprehensive digital platform
Scalable automated processes
Improved client relationships
Omni-channel communication
Collaboration banking
Legally compliant advice
Compliance monitoring
MiFID-compliant advisory process
Functional Overview
What we offer
Our platform supports daily work through a broad set of applications and business processes.
Client Management
- Client Analyzer
- Client book
- Onboarding process
- KYC process
- WpHG process
- Client delivery orchestration
Portfolio Management
- Portfolio Analyzer
- Portfolio Monitor
- Investment proposal
- Investment advisory
- Portfolio management
- Models & benchmarks
Compliant Advisory
- Advisory process
- PIB and KIID delivery process
- Appropriateness
- Suitability
- Target market matching
- Individual restrictions
Compliance
- Compliance Monitor
- Task Manager
- Loss threshold process
- Process dashboard
- Process comments
- Auditing & logging
Omni-Channel
- Delivery orchestration
- Desktop
- Mobile
- Messenger
- Print line
- Manual, mail, fax, SMS
Client Service
- Interactive inbox
- Client reporting
- Electronic signature
- Channel management
- Alerts
- Messages
Transaction Banking
- FIX Gateway
- Single, collective and block orders
- PSD-2 Gateway
- SEPA, account statement
- Contracts
- Time deposits, FX forwards
Big Data Analytics
- Big data computing
- Analytics
- Business intelligence
- Daily lists
- Management cockpit
- Artificial intelligent advice
The Team
A solution is only as good as the person behind it.
We are distinguished by many years of experience in the implementation, support and operation of our wealth platform for leading German private banks.
Ralf Bohnstedt
CEO & Founder
Daniel Pörsch
COO
Our offer
Your benefits at a glance
Your clients expect individualized products and services that are available anytime and anywhere. Take your organization to the next level with us.
Legal certainty
Compliance with MiFID standards as implemented under German law enables compliant client advisory in relation to appropriateness, suitability and target market.
Digitalization
In digital client support, a holistic approach is important to us, covering people, processes, systems, data and even decision-making as one fully integrated solution.
Security and continuity in operations
The highest security standards and continuous monitoring, combined with many years of experience in operating banking systems, give you confidence in daily work with the cloud-based platform.
Interested?
We are proud of our community
Become part of our community and contact us for a non-binding proposal.
Sales Department
Company
Omnio Consulting GmbH
Neue Rothofstrasse 13-19
60313 Frankfurt am Main
Imprint
Registry Court Frankfurt a. M. | HRB 118781
VAT ID: DE333778898
Managing Director Ralf Bohnstedt