“Our KiwiSaver tool is a meaningful step forward for us in helping our customers to understand a complex wealth product.”
Peter Forster – BNZ
Pre-built Adviser Tools
Save time and reduce errors by using an Adviser Tool to automate your financial advice and review process
Streamline your Fact Find, Statement of Advice, Authority to Proceed and Reviews in a secure digital environment.
Adviser Tools are available for:
- KiwiSaver
- Investment
- KiwiSaver plus Investment
- Engage Modelling Tools
Pre-built Website Tools
Engage your website visitors with an interactive Website Tool
Our Website Tools embed into your website and allow your website visitors to make selections based on their situation, to generate charts and analysis of their future situation or a risk profile.
Website Tools available:
- Online Fact Find
- Risk Profile
- KiwiSaver Calculator
- Investment Calculator
“When we first met with the OMNIMax team they were so approachable, we underestimated the knowledge they had. We quickly came to realise they understood the industry and understood what we needed.”
Nick Wells – Amicus
Custom Solutions
Design a custom solution to match your advice process
We can build a solution for you from scratch or we have a library of existing features that we can customise for you, including:
- Fact Find
- Questionnaires
- Modelling tools
- Disclosure
- Statement of Advice
- Reports
- Provider application
- Advice process
- Review process
