Boxed, Customisable & bespoke financial advice software solutions. Visually engage and connect with clients – anywhere…

OMNICalc Web Calculators
Tell Me More >
OMNIEngage Advisor Sales Tool
Tell Me More >
OMNIAdvice Advisor Workflow Tools
Tell Me More >
Advisor Testimonial

“Our staff are now better equipped to have quality conversations with our customers on the benefits of the BNZ KiwiSaver scheme and the impact of customer choices on their outcomes. The tool is a meaningful step forward for us in helping our customers to understand a complex wealth product.”

Peter Forster
General Manager – Wealth, BNZ

KiwiSaver

Automate your KiwiSaver advice workflow with our out-of-the-box KiwiSaver Solution. Use the online fact-find to assess clients needs then easily match the customer with the appropriate products and providers and auto-generate a statement of Advice in minutes.

$149 +gst per month for single adviser businesses

Find Out More >