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- OMNICalc
  Sophisticated web calculators integrated into your website. Interact with potential clients and generate leads.
  
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- OMNIEngage
  Visually demonstrate your advice, engage with potential clients and easily on-board. Fully customisable design.
  
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- OMNIAdvice
  Automate your advice and visually show your clients a complete picture. Produce concise SOA and streamline reviews.
  
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- Portfolio Management
  Aggregated portfolio information add-on plus client investment and fund reporting.
  
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- ROBOAdvice
  Streamline your processes and enable automated advice based on your workflows.
  
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- Custom Advice Solutions
  Let us understand the needs of your business and provide a custom solution.
  
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Comprehensive Financial Advice - Made Easy!
Connect & visually engage with clients anywhere...

OMNIMax Advice Software & SolutionsMegan Murdoch2020-01-14T23:10:29+00:00

Customisable & Bespoke Advice Software Solutions for KiwiSaver, Investment, Mortgage & Insurance…

Sophisticated web applications to interact with potential clients & 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

If you would like a no-obligation demonstration of any of our software solutions, talk to us!

I’d Like a Free Demo >

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!