Independent AI index
for professionals

Home / Financial advice / Omniplan AI Assistent

Omniplan (Amsterdam, Netherlands)

Omniplan AI Assistent

AI assistant in advisory software: turns client conversations into reports, summarises emails and filters client questions.

Go to website Omniplan AI Assistent alternatives
Shared spot8of 13 professional tools with a GDPR profileOur summary of what the provider itself publishes about your data: whether the data is stored in the EU (2 points), whether there is a certification or GDPR guarantee (1) and whether the provider is established in the NL or the EU (1). 3 or 4 points is Strong, 2 Good, 1 Limited, 0 Unknown. How we measure in financial advice
GDPR: Limited
  • Provider based in the Netherlands

Each tile is a professional tool in financial advice, the strongest GDPR profile on the left. 6 professional tools share this spot with Omniplan AI Assistent because they have a Limited profile. Click for that tool.

Priceon request
Free trialYes
Based inAmsterdam, NetherlandsNetherlands
ModelNot publicnot public, SOC 2 Type 2, cloud-native SaaS, Dutch vendor (Amsterdam)

Last checked: 20 August 2026 · How we check

Is this your tool? Fill in missing details

This is what Omniplan AI Assistent looks like

omniplan.nl
Omniplan AI Assistent website
Omniplan AI Assistent website

What it does

Generate advice reports on the fly
Compliant advice per product type
Unlimited configurations
Integration with existing systems
Cloud-native SaaS platform
SOC 2 Type 2 security
Conversation recordings and transcripts
Automatic file creation

Comparable in financial advice

InterAI Dossierbeheerimplementation €8,000–€18,000 one-off…DONNAJAMESon requestOnesuranceon request (fixed price per client…Blinqx Risicomanagement (Finly)€50/month per user (with eBlinq…Findesk (Adviesmaat)on request (30 days free trialPayton request
All 13 professional tools for financial advice

Omniplan AI Assistent compared

Omniplan AI Assistent vs Findesk (Adviesmaat)
Underlying model

not public, SOC 2 Type 2, cloud-native SaaS, Dutch vendor (Amsterdam). Many tools build on a large model from providers such as OpenAI or Anthropic. If in doubt, ask for the data processing agreement: it states where your data goes.

GDPR check for financial advice

Questions about Omniplan AI Assistent

AI for financial advice
Which AI model does Omniplan AI Assistent use?
The maker of Omniplan AI Assistent does not disclose which AI model sits underneath. SOC 2 Type 2, cloud-native SaaS, Dutch vendor (Amsterdam).
How much does Omniplan AI Assistent cost?
on request. Check the current price on the provider's website; rates change often.
Who is Omniplan AI Assistent for?
Omniplan AI Assistent is aimed at financial advice. It supports tasks such as processing client files and fact-finds, drafting advice reports and justifications, and comparing and summarising product terms.
What should I look out for with AI in financial advice?
The Wft duty of care and the GDPR set high demands: financial and health data belong only in GDPR-compliant systems with a data processing agreement, and the advice remains the adviser's responsibility.
Next stepAll 25 options for financial adviceProfessional tools and general assistants side by side, by GDPR profile, price and quality.

Every Friday: what changed in AI for financial advice

New models, prices, oversight and tools, with sources and what it means for you. One email a week, unsubscribe with one click.

View a sample

We only use your address for this newsletter. You confirm first by email.