In 2002, an innovative financial advice practice was looking for software that would streamline its processes and improve client engagement. There wasn’t any software available that met these requirements, so the practice approached our founder Jonathan to create it. Jonathan saw the benefits this software could offer other practices and so OMNIMax was born.
What began as a purely software offering has evolved over the years as cloud-based solutions became the norm. Now, we specialise in developing custom SaaS solutions that help financial services providers improve their productivity and gain more time to focus on supporting their clients on their financial journey. We also offer a range of pre-built solutions that have been developed to suit the needs of financial advisers.
21 years after we began, we continue to help to simplify financial advice and empower financial services professionals.