My Omba

Features My Omba

The My Omba app is a service provided to clients of Omba Advisory & Investments Ltd that gives you a holistic overview of your Discretionary, Advisory or Fund investments with the firm.Key features include:• Provides account holders and authorised third parties with daily valuations, transaction details and fund prices for either single or complex portfolios with aggregated performance.
• Online onboarding, factfind, suitability and annual review workflows to help reduce manual paperwork and instructions.
• Secure messaging and document exchange to assist with submitting trade, payment and account instructions.• Electronic document store to receive contract notes, investment statements and key reporting documentation.
You can also opt-in to receive notifications of document uploads and account activities.
• Ability to generate a whole of wealth overview including tracking real estate against the UK Land Registry price index, multi custodian portfolio holdings, protection insurance and savings and pensions.
The My Omba app is available to clients of Omba Advisory & Investments Ltd.
If you dont already have access to your own Omba Advisory & Investments Ltd account, contact the team at [email protected].