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  Automate your advice and visually show clients a complete picture. Produce concise SOA and streamline reviews.
  
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  Ready to go, cost effective, out-of-the-box solutions for KiwiSaver, Investment, Insurance & Mortgage.
  
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Comprehensive Financial Advice - Made Easy!

OMNIMax Advice Software & SolutionsMegan Murdoch2020-05-13T00:27:56+00:00

– KIWISAVER – INVESTMENT – MORTGAGE – INSURANCE

Customisable & bespoke advice software solutions to connect & visually engage with clients – anywhere…

Engage your website visitors with sophisticated interactive calculators & generate leads.

Visually demonstrate the value of your advice & seamlessly on-board new clients.

Automate your advice workflow & produce concise Statements of Advice & reviews.

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

Active Software Users

Choose OMNIMax 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!