Pre-built & custom solutions to fuel financial advice conversations…
Cloud-based solutions designed to help financial advisers work smarter, become more efficient and engage and connect with customers

OMNICalc Web Calculators
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OMNIEngage Advisor Sales Tool
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OMNIAdvice Advisor Workflow Tools
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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 customers needs then easily match the customer with the appropriate provider and products and auto-generate a Statement of Advice in minutes.

$149 +gst per month for single adviser businesses

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