Central to OMNIMax is the Client Management module.
All your clients, and the people that they have a relationship with, regarding their financial planning, form this module. There are three main parts to this module: - Clients form the heart of the Client Management module. A client is the person or entity to whom you are providing financial services.
- Contacts are individual people. These people can either be your clients or people that your clients have a relationship with for their financial planning purposes.
- Groups are clients that are associated with one another, in any logical way. The intent of groups is to enable you to have an overview of all the entities that a client is associated with and allow for overall group reporting to be done on a client.
Other Client Management Functionality |