Skip to content
OmniMint
Sign inGet early access
Menu

More personalized investing.
More powerful advisement.

We’re building a future where specialized AI agents bring investment strategies, investor needs and the work of advisement together—with people in control.

FOR INVESTORSBuilt around your life.
Approved illustrative OmniMint portfolio preview, showing allocation, holdings and simulated performance.
FOR ADVISORSBuilt for the work behind it.
● ● ●OmniMint · Advisor workspace
Approved illustrative OmniMint advisor overview with client review, agent activity and Ask Andi.
One company. Two connected experiences.Early access · Illustrative product previews
START WITH EMILY

Your life moves forward.
Your investments follow your lead.

01 / A CLEAR NEXT STEP

A notification with a reason.

Emily has added a home-purchase goal to her profile. After her advisor reviews the proposed update, she receives a request to review her package.

Click Next to explore. Play is optional.
Illustrative journey · No signatures, messages or trades are submitted.

Emily’s updated home-purchase goal awaits advisor review. Emily receives a Profile notification that her updated package is ready. Emily reads why the package changed and compares current and proposed allocations. Emily reviews required disclosures and the signature step before approval. Approval is recorded; deployment remains pending. Deployment confirmation lists amounts by account, planned holdings, and a scheduled execution window.
ONE CONNECTED CONVERSATION

Her update reaches her advisor. The proposal returns to her.

THE ADVISOR’S PERSPECTIVE

Life changes.
Your investment plan should follow.

Follow Emily’s home-purchase update, from her advisor’s review to her approval.

01 / RECOGNIZE THE CHANGE

A new goal. A clear next step.

Emily’s advisor sees what changed and what needs review.

Overview flags Emily’s allocation for review. Emily’s client profile shows changed goals and liquidity needs. IAR reviews current and proposed strategy weights and rationale. Choose email and in-app delivery for the approval request. Illustrative confirmation of approval request delivery. Emily moves to Awaiting client response while other reviews remain open.
A client needs reviewClick Next to explore. Play is optional. · No messages or trades are sent.
Specialized agents prepare the work. Advisors apply judgment. Investors stay in control.
THE WORK BEHIND PERSONALIZED INVESTING

Your direction.
A team of agents moving it forward.

Tell Ask Andi what you want to accomplish. Watch the campaign take shape, review the work, and decide when it is ready.

01 / START WITH A GOAL

One campaign. One connected workflow.

Begin in Marketing, where campaigns, performance and agent activity come together.

Marketing homeCampaign brief with AndiAudience and channels with AndiContent and assets with AndiReview and schedule with AndiApproval and scheduling confirmationMarketing analytics and campaign history
Click Next to explore. Play is optional. · No campaigns are sent