Financial Planning Association members will be able to license Omyen Corp financial planning, client acquisition, workplace advice and guidance technology platforms at discounted prices.
The FPA and the Westwood, Mass.-based Omyen announced today they reached an agreement on the discounts for members. Omyen's Wealth Planner offers cash-flow based financial planning and its advisor-branded Personal Financial Index technology helps financial advisors get qualified leads from different sources, as well as provide retirement and lifetime financial education. For advisors who work with retirement plan sponsors, Omyen offers a Retirement Savings Planner that generates participant specific retirement savings plans with asset allocations across a plan's investment choices.