What is OmniView®

OmniView® is a unique piece of administrative software which enables all of a client's assets to be collated and analysed, thus enabling us to combine the role of trusted adviser with that of project manager and administrator of clients' affairs. In short it brings together the timeless need for personal advice and service, with the functionality and convenience that modern technology can provide.

You can access OmniView® online through our secure and tested web portal. This allows you to monitor your assets, to make decisions looking at the whole of your affairs, and to sleep soundly knowing that both you and jonathanfry plc have instant access to reliable data about your affairs.

Through OmniView® jonathanfry plc can assist you to monitor the performance of your existing investment managers, enabling you to keep a clear overview of whether they are delivering value. Live feeds of share prices and fund values keep some of your asset values up to date on a daily basis. Other values are updated when you ask us to.

Online document storage facilities accessible through OmniView® allow you to have secure online access to key personal and business documents. You can store copies of your Will, tax returns, investment documentation, trust documentation, passport, insurance policies, travel documents or other key documents that need to be safe, and which you might need to refer to.

OmniView® is a bespoke and holistic client dashboard. It facilitates our Family Office service and enables our clients to have a comprehensive and readily accessible view of all of the key issues affecting their lives. However, unlike administrative software developed by many companies, OmniView® is not intended to replace the need for personal service and trusted professional advice. A dedicated client manager will assist you in the administration of your financial affairs and the team at jonathanfry plc will ensure that your personal OmniView® is updated on a regular basis.

OmniView® with full functionality is designed for clients with substantial portfolios and is provided for clients for whom jonathanfry plc manages or advises on portfolios in excess of £10m.

"OmniView®-lite"

Limited screens within OmniView® are also provided in respect of specified assets managed or advised on by jonathanfry plc. This enables clients to monitor assets we provide services for even if they do not have access to the full functionality available within OmniView®. OmniView® is provided to clients in respect of the following assets:

• All Dynamic Cash Management portfolios
• Personal Managed Portfolios in excess of £500,000
• Structured Advisory and Tactical Advisory portfolios in excess of £2m