September 17, 2012
--- The Financial Planning Association (FPA) has licensed technology from Omyen, which it will offer to its members at a discount. ---
The platforms include financial planning, client
acquisition, and workplace advice and guidance—all of which can be tailored to
different age groups and goals. The tool for acquiring new clients, the Omyen
Personal Financial Index (PFI), for instance, can be branded to each adviser.
Within 10 minutes, investors can gauge their financial health via a PFI score.
Data from the PFI is them seamlessly ported over to the
Omyen Wealth Planner, which shows participants what kind of income and cash
flow they can expect in retirement. It was recently augmented with additional
information on health care costs.
The Omyen Retirement Savings Planner guides advisers on
establishing personal asset allocation for each participant.
“FPA is committed to help its members grow and thrive
professionally by providing them with access to the latest in practice
management tools,” said Lauren M. Schadle, associate executive director and
chief operations officer at the FPA. “FPA members will now have a
cost-effective option to leverage Omyen’s financial planning and workplace
technologies to more effectively guide their clients.”