Register on the Connect OMS Portal

The Connect OMS portal is an online tool for advisers and introducers to upload their client enquiries for either a packaged or referred case and to track the progression of their client’s case.

Key benefits of the portal are:

  • Upload and track enquiries 24/7
  • Get realtime updates and notifications on progression
  • Upload your client’s documents in a GDPR client way
  • Free to use and includes free ‘lite’ versions of Twenty7tec and KnowledgeBank

Once you have registered, you will receive your login details and you will also be sent a link to a toolbox which includes our introducer agreement and some other tools to help you with your client enquiries.