Simplifying Your Financial Advice

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

Simplifying Your Financial Advice

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

I’m interested in…

Pre-built Solutions

Save time with one of our cost-effective pre-built solutions

All our pre-built solutions are customised with your branding to ensure a seamless customer experience.

I’m interested in…

Custom Solutions

Design a custom solution to match your advice process and how you work

We can build a solution for you from scratch or we can customise one of our existing pre-built products.

BNZ investment and wealth modelling calculator tool
BNZ Logo
“Our KiwiSaver tool is a meaningful step forward for us in helping our customers to understand a complex wealth product.”

Peter Forster – BNZ

Get Started Today

Contact our team for for a free demonstration

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
OMNIMax KiwiSaver Website Tool calculator screenshot

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
BNZ Logo
“When we first met with the OMNIMax team they were so approachable. We quickly came to realise they understood the industry and understood what we needed.”

Nick Wells – Amicus

Got a Question?

Ask our team today

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
  • Disclosure
  • Questionnaires
  • Modelling tools
  • Statement of Advice
  • Advice process
  • Review process
  • Reports

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.

Fisher Funds logo
Wealthpoint logo
FoxPlan logo
BNZ logo
AndCo Mortgages logo
Amicus logo