OMIORA / ADVISOR INTELLIGENCE
Built for the advisor.
Your clients already have dashboards. They hired you for answers.
Find what changed
Import a CSV or XLSX, confirm the mapping, review validation and approve the import. OMIORA calculates supported financial metrics and compares complete reporting periods. Missing inputs stay visible.
Understand what matters
Review material changes, concentrations and unusual patterns with confidence, impact type and source evidence alongside. Every quantitative finding has a reproducible calculation trail. A finding is a question to investigate—not a proven cause.
Walk into every meeting prepared
Accept findings, assign investigation actions and create an editable client review. Check and approve the review before exporting a professional PDF. Nothing is automatically sent to clients.
Keep the conversation going
At the next comparable period, revisit metrics and previous actions. Improvement alongside an action is not proof the action caused the result.
Global client settings
Client workspaces support USD, GBP, CAD, AUD, EUR and ZAR, with locale, timezone, fiscal-year and reporting-cadence settings. Different currencies are never silently combined.