Simplifying Financial Advice

We build solutions that enable you to focus on what matters – supporting your clients on their financial journey.

Mobile and Web Applications

From calculators that embed into your website to modelling tools that show the value of your advice, we can design

Financial Advice Platforms

Gain more time to spend with your clients by utilising an advice platform to digitise and automate your financial advice.

Portfolio Management Portals

Secure business continuity with an up-to-date portfolio management solution or create a client-side portal where your clients can view up-to-date information on their investments.

Offering You

A Tailor-made Solution20 Years of Industry Knowledge

A Tailor-made Solution

Let us design a solution to fit your business and your clients. By automating your processes and uniting your systems, you’ll improve your productivity and gain more time to support your clients.

Get in Touch

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.

A Custom Advice Workflow

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

What Our Clients Say

Some kind words from our clients

“It’s so easy and simple. We’re finding it 60-70% faster, the solution gives us the ability to deliver quality personalised advice at scale.”

Nick Wells – Amicus

“The OMNIMax solution ensures you are meeting your compliance requirements around record keeping and providing advice.”

Matt Isbister – Isbister Partners

“The tool is a meaningful step forward for us in helping our customers to understand a complex wealth product.”

Peter Forster – BNZ

Get Started

Looking for a no-obligation demonstration, or just have a question?

Get in Touch Today

How We Work

Our process for delivering custom solutions

Discover

We discuss and confirm your objectives, your target users, the types of information that will be presented and how the information will be accessed.

Design

We create a framework around the flow of data required and establish the technical, functional, and visual requirements of your solution.

Deploy

Our team builds and tests your solution and regularly checks in with you to confirm development is on track. Existing data is migrated into your solution.

Test

Your team receive training on how to use your solution. Your solution is deployed to a test environment for you to test and we fix any bugs.

Deliver

Your solution is made live! We then monitor your solution for 30 days to iron out any technical issues. After 30 days, you will move on to one of our support plans.

Do you only build solutions for financial advisers?

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.

How long does it take to build a custom solution?

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Can you integrate my solution with my CRM or other systems?

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What framework do you use to build custom solutions?

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Do you offer pre-built solutions?

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 include website calculators, modelling tools and automated workflow solutions. Scroll down for links to these solutions.

Pre-built Solutions

Cost-effective solutions personalised with your branding