Keep relationships, profiles, documents, notes, and next actions together from prospect through ongoing service.
Client workspaceProduct preview
Manage the complete client lifecycle without losing the household context.
Move from client list to household detail, recommendation status, allocation, documents, notes, and next actions without stitching together disconnected views.
Illustrative interface · sample data — pilot capabilities, integrations, and access remain subject to firm review, configuration, and release availability.
Built for RIAs and the IARs who serve their clients
Every client relationship, account, and recommendation in one connected view.
OmniMint is building a connected advisor workspace for managing households, recommendations, accounts, documents, communications, and ongoing client service.
Client service, investment workflows, and oversight—connected from prospect to ongoing relationship.
Coordinate proposals, reviews, approvals, and implementation readiness through a visible process.
Bring account progress, holdings context, client communication, and review activity into one advisor workspace.
Join the waitlist for consideration in OmniMint’s limited advisor pilot and help shape the workflows your firm needs.
Tell us about your firm and intended workflow. Selected firms may be invited to a guided pilot as capacity opens.
Firm-level access
One RIA workspace. Multiple software licenses for its IARs.
An RIA can maintain the firm’s primary OmniMint workspace, then provision separate software seats for affiliated IARs. Each IAR gets individual access to the clients and workflows assigned to them, while authorized firm leaders retain a connected view across the practice.
Pilot capability — software seat counts, permissions, integrations, and supervisory workflows are configured with each participating firm and remain subject to agreement and release availability.
Firm workspace
RIA account
Principals, operations, and compliance can manage access and firm-wide oversight.
Individual access and client-service workflow.
Access aligned to the advisor’s responsibilities.
Provision additional software seats as the practice grows.
Centralized oversightHousehold assignment
Recommendation reviewsActivity records
Give advisors one operating view while keeping supervision and firm responsibilities clear.
OmniMint is a technology platform in development. Pilot participation does not replace an advisory firm’s registration, fiduciary, supervisory, recordkeeping, custody, or compliance responsibilities.
What happens next
- 1Join
Tell us about your firm, current account model, client focus, and highest-priority workflow.
- 2Review
OmniMint reviews fit, operating requirements, integration needs, and pilot capacity.
- 3Pilot
Selected firms may enter a guided configuration and feedback process before broader release.
What pilot participation may include
- ✓Guided firm and workflow configuration
- ✓Early Advisor Console access when available
- ✓A direct feedback path to the OmniMint product team
Join the Advisor Pilot Waitlist
Tell us about your firm and intended workflow. Selected firms may be invited to a guided pilot as capacity opens.
Join the Advisor Pilot Waitlist