Visually demonstrate the value of your advice

Our Projection Tool projects how your client’s KiwiSaver or investment could perform over their lifetime

OMNIMax Investment Projection screenshot using demo data, on a laptop

Projection Tool Features

Closeup of OMNIMax's Projection Tool Assets graph showing colourful bars and lines

Assets Graph

The Assets over time graph plots your client’s assets and goals over their estimated lifetime.

4 goal funding bars showing various percentages

Goal Funding Bars

See at a glance whether your clients are projected to meet their goals.

Closeup of a Savings Goal for Projection Tool by OMNIMax

Goal and Asset Details

View the details of your client’s assets and goals, including timelines, contributions, and return periods.

How Projection Tool Works

1. Issue Fact Find

Email a Fact Find link to your client or complete the Fact Find on their behalf during an in-person meeting.

2. View Fact Find Information

Your client’s Fact Find information is pulled into Projection Tool.

3. Visually Demonstrate the Value of Your Advice

Share your screen and collaborate with your client during a meeting.

Explore different scenarios and instantly update the Asset Graph and Goal Funding Bars when you: 

  • Modify existing goals, assets and contributions
  • Add new goals, assets and contributions
  • Exclude goals and assets from the Projection
Closeup of OMNIMax's Projection Tool Assets graph showing colourful bars and lines

Use It Your Way — KiwiSaver, Investment, or Both

Use Projection Tool to project the performance of a client’s KiwiSaver, their investment, or both.

Include client goals if you’re doing goal-based planning, or just run a straight projection to show how an investment might grow over time.

Projection Tool Assets over time graph
Projection Tool Assets over time graph

Get Started

Contact our team for a no-obligation demonstration

Some of Our Clients

BNZ logo
Fisher Funds logo
Wealthpoint logo
FoxPlan logo
AndCo Mortgages logo
Amicus logo

Other Features

Access Projection Tool from anywhere, anytime.

Your logo and brand colours are used across Projection Tool, in documents and all client communications.

Your Projection Tool is set up with your preferred providers.

Our Customer Support team will educate you and your team on how to use your Projection Tool.

Data Security

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Advanced Login Security

Authentication is required for all adviser and client logins.

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Secure Data Storage

Our software and your data are hosted through Microsoft Azure.

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Encrypted Data Transfer

All data transferred between users and your Adviser Tool is encrypted.

Hands typing on a laptop keyboard

Investment Adviser Tool

Use Projection Tool as a standalone tool or as part of Investment Adviser Tool

Investment Adviser Tool streamlines your entire investment advice workflow in a secure digital environment.

From Fact Find to Statement of Advice to Authority to Proceed.

Strategic Financial Planning logo
Strategic Financial Planning logo

“We’ve greatly reduced the time associated with each client due to the automation and digitalisation of our workflows.”

Michael Taylor – Strategic Financial Planning

Pricing

Select the option that best suits how you want to use Projection Tool

Projection Tool only

$57

per month*

As part of Investment Adviser Tool

$320

per month*

Features:

  • Brand customisation
  • Pre-built advice workflows
  • Fact Find
  • Disclosure
  • Statement of Advice
  • Client sign-off
  • Signing rules
  • Marketing tools
  • Marketing opt-in
  • AML – GBG integration
  • Reporting

* All prices are per adviser and exclude GST. Setup cost and platform licence may be applicable. Volume discounts, Admin and Paraplanner pricing are available. For full pricing details, please go to our Pricing page.