The Fiducian Group’s financial planning software, FORCe, has integrated with Omnium’s OmniLife digital life risk platform to allow users of the software to work with client and insurance data.
The integration would enable financial planners to pre-fill client data from FORCe into OmniLife, run insurance comparisons and pass resulting product recommendations back into FORCe.
Chief information officer at Fiducian, Alan Dunne, said the financial services company chose to partner with Omnium because financial planners had reviewed the platform and positively assessed its quoting and reporting functionality.
“In particular, planners were very positive about the simplicity of single-click access to OmniLife, its ease of use and the ability to quickly capture results back in FORCe to complete the risk advice process,” said Dunne.
Fiducian plan to drive productivity further and expand integration with Omnium to its Needs Analysis tool.
Omnium’s director, David King, said the fintech company has planned to bring more efficiency to the financial services industry.