We’ re delighted to tell you that Omni Invest, your ready-made framework for smarter investing, is now available to Simplybiz member firms. A division of Omnicore, the integrated distribution platform of Fintel Services, Omni Invest provides the research, due diligence, and structure advisers need to operate confidently and consistently.

Over the next three months, you’ ll hear more about some initiatives from Omni Invest which are transparent, compliant, and designed to make delivering investment advice easier, faster, and more reliable. These include:

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.

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