| OMYEN products are device independent and work seamlessly on hand-held devices too. They're highly intuitive and add substantial value to your business. OMYEN offers per seat discounts as number of seats increases. OMYEN also offers firm wide licensing and extra discounts for replacing competitive products. For certain B/D firms, custodians, and members of financial associations we have special pricing. Please call or chat online to discuss your needs and to schedule an online product demonstration. | ||||||
| Contact OMYEN sales team at (617) 4-OMYEN1 or (617) 466-9361 by phone or sales@omyen.com by email. | ||||||
| OMYEN Promise: We will meet or beat any pricing for a comparable product. | ||||||
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Product  |
Social Security Maximizer™ | Wealth Planner™ | Personal Financial Index® (PFITM) | Retiree Healthcare Planner™ | Enterprise Retirement Planner™ | Client Information Center (CIC) |
| Description | A sophisticated yet easy to use online tool that runs different strategies to maximize benefits for all types of situations and to produce customized output. We also have a Social Security based turnkey marketing program. | A highly efficient and powerful financial planning software offering both goals based and cash flow based financial plans on most computing devices. | An intuitive education based tool to acquire and on-board prospective clients or to educate existing clients. | An easy to use tool to estimate client specific healthcare expenses during retirement for robust retirement income planning. Available as a stand alone module too. If purchased with the Wealth Planner, it comes with automatic integration with the Wealth Planner. | A powerful retirement planning tool for retirement plan advisers to mass produce customized retirement plans for plan participants and income replacement scorecard for employer clients. | A visually rich tool allowing clients to maintain their detailed financial information, securely store and optionally share important documents with advisers, and review different reports from advisers. |
| Pricing Per Advisor | Free. Premium version for $199 per year or $19.99 per month Turnkey marketing program: $399 per year. |
$79 per month or $799 per year. | $79 per month or $799 per year. | Free. Premium version including branded Life & Healthcare tool for prospects for $49 per month or $499 per year. | $49 per month or $499 per year. | $79 per month or $799 per year. |
| Bundled Pricing | N/A | $50 per month or $500 per year with an additional product at regular price. | $50 per month or $500 per year with an additional product at regular price. | N/A | $50 per month or $500 per year with an additional product at regular price. | $50 per month or $500 per year with an additional product at regular price. |
| Firm Branding | Multiple levels of branding available. One-time branding fee starts at $99. | Multiple levels of branding available. One-time branding fee starts at $99. | Branding & configuration starts at $199 (one-time). | Multiple levels of branding available. One-time branding fee starts at $99. | Branding & configuration starts at $199 (one-time) [ FREE if PFI branding is used]. | Branding & configuration starts at $199 (one-time) [ FREE if PFI branding is used]. |
| Access for Assistant | N/A | FREE | FREE | FREE | FREE | FREE |
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| Training | FREE | FREE | FREE | FREE | FREE | FREE |
| Support | FREE | FREE | FREE | FREE | FREE | FREE |
| Integration | Open APIs available for integrating account positions/balances, for proprietary asset allocation models; Integration with all OMYEN products is built-in. | Open APIs available for integrating account positions/balances, for proprietary asset allocation models; Integration with all OMYEN products is built-in. | Open APIs available to integrate with most popular CRM products. | Ability to incorporate the output into other planning software; Automatically integrated with the Wealth Planner. | Automatic integration with all OMYEN technologies; Integration available with leading CRM systems. | Available on request. |
| The pricing for our employee benefits package is based on the number of employees and desired technology products and services.
We offer free trial and pilot programs too. Please contact us via online chat, or at (617) 4-OMYEN1 or (617) 466-9361 by phone, or sales@omyen.com by email. |
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