Scale Your Firm with Automated Client Management

OmniSAM provides Australian financial advisors with the tools to streamline portfolio reviews, automate compliance tracking, and deliver an exceptional client experience.

Visualise your entire advisory practice.

Track clients from initial enquiry to ongoing management. Know exactly where every prospect and client stands in your advisory process at a glance.

• Custom Stages: Track clients from initial enquiry to ongoing management.
• Automated Task Generation: Automatically assign tasks to your team when a client moves stages.

Stop chasing clients for documents.

Automate the collection of Fact Finds, ID verification, and financial statements through a secure, branded client portal.

• Automated Reminders: Send polite nudges via SMS and email if documents aren't uploaded.
• Centralised Storage: Keep all client files organised and easily accessible in their CRM profile.

Eliminate the back-and-forth of scheduling meetings.

Let clients easily book discovery sessions or annual portfolio reviews directly into your calendar, with automated reminders to reduce no-shows.

• Calendar Sync: Integrates seamlessly with Google Workspace and Outlook.
• Automated Reminders: Reduce no-shows with automated SMS and email confirmations.

Keep all client interactions in one compliant thread.

Never lose track of what was said. View emails, SMS messages, and call recordings in one unified thread attached directly to the client's file.

• Team Visibility: Your support staff can see exactly what was discussed with the advisor.
• Compliance Ready: Maintain a clear audit trail of all correspondence with every client.

Never miss an annual review again.

Ensure compliance effortlessly. Build automated workflows that track review dates and prompt clients and staff when it's time for their annual portfolio check-in.

• Date-Based Triggers: Launch email campaigns exactly 11 months after their last review.
• Internal Notifications: Alert your team to prepare the necessary reports and documentation.

Build trust and attract new clients automatically.

Automatically request reviews from happy clients right after a successful strategy session or annual review, boosting your Google ranking and credibility.

• Automated Requests: Send review links via SMS or email at the perfect moment.
• Centralised Dashboard: Monitor and respond to all your online reviews from one place.