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In the intricate and demanding world of retirement and wealth management, robust and efficient record-keeping systems are the backbone of any successful firm. They ensure compliance, accuracy, and empower firms to deliver exceptional service to their clients. Our expertise in this critical area is unparalleled, marked by our deep proficiency in industry-standard systems and the development of custom solutions tailored to your specific needs.

OMNI Expertise

We have extensive experience with FIS’s OMNI suite of products, including OmniPlus, OmniPay, OmniTrade, OmniVoice, OmniWeb, and PlanWeb. Our team has been instrumental in helping top wealth management firms leverage these systems for:

  • System Upgrades and Migrations: Ensuring your OMNI platforms remain up-to-date with the latest features and security enhancements.
  • Optimizations and Enhancements: Customize OMNI scripts, optimize databases, and improve system performance to meet your evolving business needs.
  • Advanced Processing Capabilities: Streamlining processes such as payroll processing, compliance reporting, and eligibility processing.
  • Custom Web Solutions: Developing participant and sponsor web portals that enhance user experience and engagement.

Our OMNI expertise enables us to handle complex transitions, such as migrating from OmniPlus to other platforms, with minimal disruption to your operations.

DST Systems

Our proficiency extends to DST Systems, a leading provider of technology solutions for the financial services industry. We specialize in:

  • System Integration: Seamlessly integrating DST systems with your existing infrastructure to enhance operational efficiency.
  • Data Management: Ensuring accurate and secure handling of financial data across all DST platforms.
  • Customized Solutions: Tailoring DST applications to fit your unique business requirements, enhancing functionality and user experience.

Custom Record-Keeping Solutions (Custom RKS)

Recognizing that one size does not fit all, we offer Custom Record-Keeping Solutions designed to meet your firm’s unique challenges and objectives. Our services include:

  • Custom Application Development: Building bespoke record-keeping systems from the ground up, tailored to your specific processes and compliance requirements.
  • Legacy System Modernization: Updating and enhancing existing systems to improve performance, security, and compatibility with modern technologies.
  • Data Warehouse Design and Development: Creating robust data storage, analysis, and reporting infrastructures to support strategic planning and decision-making.
  • Automated System Maintenance and Monitoring: Implementing routines and monitoring tools to ensure the reliability and efficiency of your record-keeping operations.

Why Choose Us?

  • Deep Industry Knowledge: With years of experience in the retirement and wealth management industry, we understand record-keeping’s complexities and regulatory requirements.
  • Technical Proficiency: Our team is skilled in various platforms and technologies, enabling us to provide comprehensive solutions.
  • Customized Approach: We tailor our services to align with your business goals, ensuring our solutions deliver maximum value.
  • Commitment to Excellence: We are dedicated to helping you navigate the complexities of modern financial management with confidence, focusing on accuracy, compliance, and exceptional client service.

Please contact us to learn how our expertise in OMNI systems, DST platforms, and custom record-keeping solutions can empower your organization to achieve greater efficiency, security, and innovation in your record-keeping operations.