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OMYEN Video Clips:


Personal Financial Index® (PFITM)
Introduction to PFI

PFI and Financial Plan
Overview of Retirement and Lifetime Finances Platform
OMYEN is a personal financial planning and investment management technology company that is changing the way people understand and manage their finances directly or through their financial advisers. Our vision is to maximize the financial outcome for millions of people during their golden years through a simple yet powerful technology platform.

We invented the concept of Personal Financial Index® (PFI), a comprehensive financial health benchmark that allows consumers to measure and monitor their financial health score and get a prescription for financial success. Featured in several leading financial publications, the PFI enabling online tool has a highly intuitive and engaging user interface.

Our Social Security Maximizer™ and Retiree Healthcare Planner™ (industry's first product to estimate individual specific healthcare expenses during retirement) are used by thousands of financial advisers across the country to help their clients maximize their financial outcome during retirement. Our Wealth Planner™ allows financial advisers to efficiently develop both goals based and cash flow based comprehensive financial plans for their clients.

Built on a secured and powerful technology platform, our products have been reviewed by Financial Industry Regulatory Authority (FINRA) and approved by compliance departments of some of the largest broker/dealer firms in the country. We work with financial advisers across different advisory models: registered investment advisers (RIAs), independent advisers, wirehouses, insurance companies, banks, and credit unions. They use our technology to effectively educate and acquire new clients and to produce customized financial plans and product recommendations for their clients.

All OMYEN products are designed in such a way that the data across them is always in synch. That means you never enter a piece of information twice. We offer integration with brokerage and record-keeping systems and third-party products. OMYEN products create new revenue opportunities, save time, and offer a great value for money. Learn more about OMYEN products to check how they can benefit your organization. The pricing for all OMYEN products is very affordable.

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