FAQs
Answers to commonly asked questions about our Solutions
Got a question that isn’t answered here? Get in touch with our team and they’ll be able to answer your question.
Website Tools FAQs
Website Tools go onto your website and are for your website visitors to use. We customise your Website Tool with your brand colours so that it looks like part of your website.
Adviser Tools are for advisers to streamline their Fact Find, Statement of Advice, Authority to Proceed and Reviews in a secure digital environment. We also customise Adviser Tools with your branding, so they look like one of your products.
Once your Website Tool is ready to launch, we will provide the code of your Tool to your website developer or IT person to embed into your website.
Yes. All Website Tools include brand customisation, including your logo, brand colours and images. If you want further customisation, we can do this too. Whether this is adding another question or designing an entirely new tool, we can do whatever you need.
Adviser Tools FAQs
Answers to questions about Investment Adviser Tool and KiwiSaver Adviser Tool
Once you’ve decided to proceed, our Sales Team will confirm your needs and send you a Service Provision Agreement (SPA) via Adobe Sign to sign. Your SPA lists, among other things, the products and services we are providing you, the cost of these and which Support plan you have chosen.
Once your SPA is signed and returned, our Team will contact you to gather your logo, brand colours and any other brand assets you want to be used in your Adviser Tool. Our Development Team will then create your Tool.
Once your Adviser Tool is completed, our Team will notify you that it’s ready to use and offer you training. During the first 30 days, we help you through the process and clarify any questions you may have. After 30 days, you’ll move on to the Support plan nominated in your SPA, and our Support Team will help you with any Support-related issues.
All Adviser Tools include brand customisation where we use your logo, brand colours and images to make the Tool and some features (including SOA, Fact Find and Authority to Proceed), match your existing branding. If you would like to further customise a feature or create your own from scratch, we can also do this.
The KiwiSaver review process works in a few different ways. Once a client has completed their authority to proceed, you set a future review date. When this date is reached, your Adviser Tool will automatically create a KiwiSaver review task for you to complete for this client. Each time you complete a review (whether your client approves your advice or not), you’ll be prompted to set a new review date.
You can also manually create a KiwiSaver review task for a client. Or if you are new to Adviser Tools or upgrading to KiwiSaver Pro, we can bulk import KiwiSaver Review tasks for your clients.
Yes, you can. There are a few ways of doing this. We can bulk import your current client details and a KiwiSaver review task for each client.
We can also bulk import just your client details and you then manually create a KiwiSaver review task for each client when you want to. You can also manually enter your client details at any time and create a review.
You can use up to 14 providers. If you have more than 14 providers, you can still use Adviser Tools – we’d just need to do some development work to allow for this. Get in touch if this is the case for you and we’ll be able to provide you with more information.
Yes, once your Adviser Tool is ready to go live, you and your team will be offered training on how to use it. We can also record this training for you to access later.
We also have a Support and Knowledge Portal where we have articles on how to do a variety of tasks within Adviser Tools. If you have new team members that need training or you need a refresher, we can also do this.
Yes, all our Adviser Tool clients are automatically put onto our free Basic Support plan which provides you with two support hours each quarter. This plan also provides access to our Support & Knowledge Portal where you can log support tickets if you have any queries or concerns plus, you’ll get access to articles on how to perform various tasks within Adviser Tools.
For our larger clients or those needing a higher level of support, we also have our Plus and Premium Support plans, for a monthly fee. You can find more information about our Support plans here.
Custom Solutions FAQs
We build software for any company operating in the financial services industry, from banks through to advice networks to single adviser businesses. We have over 20 years of experience in this sector so we like to stick to what we do best! If you’re not sure whether we can help your business, get in touch with our team.
The timeline to deliver a solution depends on many different factors. For example, building a calculator for your website will take less time than building a portfolio management portal. In your initial meeting with our Sales team, they’ll discuss with you your goals and requirements. From there, they’ll be able to scope out your project and provide you with timings and a fixed quote.
Yes, our API enables us to integrate with other systems. We are currently working on integrations with several CRMs. If you have a system that you need to integrate with, let us know and we’ll confirm if we can work with them.
We understand that financial advice businesses may not always want or need a custom solution. For those businesses, we have designed a range of pre-built solutions that can all be personalised with your branding to ensure a seamless experience for your customers. These solutions include calculators that embed into your website, modelling tools and automated workflow solutions. Scroll down for links to these solutions.
Yes, you can. Our pre-built solutions are customised with your brand colours and fonts, logo and other images. If a pre-built solution doesn’t quite suit your needs, we can use it as a starting point for building a custom solution.
Support FAQs
Yes, we have a range of support options, please refer to the different levels of support available above or contact us.
If you have a Support account, the Support & Knowledge Portal can be accessed here.
If you’d like to request access to the Support & Knowledge Portal, please email us at contact@omnimax.co.nz.
Our OMNIMax service uses Microsoft Azure for all of our servers. Azure is a cloud-based computing service that is operated by Microsoft for application management and uses Microsoft managed data centres.
Our OMNIMax Application that sits within the Azure Environment uses the following components with the associated uptime.
- Virtual Machines – 99.99% uptime
- SQL Database – 99.995% uptime
- Azure Key Vault – 99.99% uptime
- App Service – 99.95% uptime
- Application Gateway – 99.95% uptime
For more information on the Azure SLA’s, the following links provide more details.
https://azure.microsoft.com/en-gb/support/legal/sla/summary/
Why Work With Us
We’ve been fuelling financial advice conversations since 2002
Some of New Zealand’s top financial advice brands trust our solutions.
