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

OMNICalc Web Calculators

Sophisticated and interactive calculators to engage website visitors and generate leads

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OMNIEngage Advisor Sales Tool

Web-based scenario modelling tools to visually demonstrate the value of your advice

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OMNIAdvice Advisor Workflow Tools

Automate your advice workflow to generate Statements of Advice and reviews in minutes

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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

A Selection of Active OMNIMax Clients

FANZ Logo
BNZ Logo
FoxPlan Logo
Active Software Users

Choose OMNIMax financial advice software solutions and you’re in good company, we’ve got more than 1500 users actively using our software around the world and the number is growing!