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

Calc Web Calculators

Website Calculators

Engage your website visitors and generate leads with our Calc calculators.

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Engage Advisor Sales Tool

Modelling Tools

Show your clients the value of your advice with our Engage tools for modelling financial scenarios.

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Advice Advisor Workflow Tools

Automated Workflows

Save time and money by automating your advice workflows with our Advice products.

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Some of Our Client Stories

How our clients achieved their goals using our solutions

BNZ’s KiwiSaver Navigator App

The KiwiSaver Navigator tool was built to help BNZ customers see what a difference small tweaks to their KiwiSaver investment could make.

Investment Reviews + Client Portal

Strategic is a provider of bespoke portfolios and needed an investment review process and a portal where clients can track their investments.

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A Custom Advice Workflow

James Kara from Swain Woodham Group engaged the OMNIMax team to create a customised workflow to suit how he worked.

Why Work With Us

We’ve been fueling financial advice conversations since 2002

Our solutions are trusted by some of New Zealand’s top financial advice brands.

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We’re Here to Help

Looking for a no-obligation demonstration or just have a question? Get in touch with our team today.

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