Omniview

Overview

The OmniView mobile app has been created exclusively for existing clients of Fry Family Office. The OmniView app provides clients with secure, convenient access to their wealth management information, helping them stay connected with their financial affairs and their relationship with Fry Family Office.

The app gives clients a consolidated view of their accounts, investment performance, portfolio holdings, important documents, upcoming meetings and agreed actions.

The app is designed to enhance the client experience by providing secure access to information and ongoing engagement with Fry Family Office.


Key Features and Functionality

Secure Client Access
Secure login and biometric authentication support (where available on the device).
Protection of client information through secure authentication and encrypted access.

View Accounts and Wealth Information

Clients can securely view details of their accounts and wealth holdings, including:
Summary of their accounts and investments.
Current portfolio information.
Overview of assets held.
Consolidated visibility of their financial position.

Investment Performance Review

Clients can review investment performance information, including:
Portfolio performance summaries.
Historical investment performance data.
Updates on how their investments are progressing over time.

Explore Assets Held

Clients can explore the investments and assets within their portfolio, including:
Asset allocation information.
Holdings overview.

Document Management

The app provides a secure digital document area where clients can:
Review important documents provided by Fry Family Office and extended providers.
Access previously shared financial and advisory documents.
Store and manage personal documents securely within the app.

Meetings and Relationship Management

Clients can stay up to date with their relationship activities, including:
Viewing upcoming meeting dates.
Reviewing scheduled appointments and planned interactions.
Access to meeting documents and investment reviews.

Actions and Updates

Clients can track ongoing engagement with Fry Family Office through:
Reviewing agreed actions and outstanding items.
Receiving the latest updates and communications from their advisory team.