Client Management

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:

  1. Clients form the heart of the Client Management module.  A client is the person or entity to whom you are providing financial services.

  2. 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.

  3. 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
  1. Events

  2. Correspondence