Advice Platform

Save time by using our Advice Platform to automate your financial advice workflow

Streamline your processes, provide consistency of advice across your client base and output concise statements of advice with our Advice Platform.

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Financial Plan Writing Advisor Software Tools

Save Time & Money

Automate your advice workflow and gain more time to spend with clients or on other high-value tasks.

Simplify Compliance

Automatically record electronic signoffs by clients, with date, time, and location information.

Fully Customisable

Make the software your own – use your own logo and colours throughout, plus customise workflows and documents.

“We would have had to avoid new KiwiSaver clients if we didn’t have this solution.”

Nigel Rukuwai
Principal Adviser and Managing Director – Wealthpoint Nelson

How Advice Platform Works

4 bubbles representing stages within Advice Platform with steps for each stage written underneath.

Please note: Lite plans finish at Step 8.

Ready to Get Started?

Contact our team for a no-obligation demonstration

Get in Touch Today

Advice Platform Plans

Select the plan that suits how you want to use Advice Platform

KiwiSaver Lite

$159

per month*

Get Started

What’s Included

Brand customisation
Pre-built advice workflows
Fact Find
Disclosure
Statement of Advice
Client sign-off
Client activity history
Questionnaires
Marketing tools
Built-in FMA projection
Marketing opt-in

KiwiSaver Pro

$229

per month*

Get Started

What’s Included

All KiwiSaver Lite features, plus:

AML – Cloudcheck integration
Reporting
Client journal notes
KiwiSaver review process

Investment Lite

$239

per month*

Get Started

What’s Included

Brand customisation
Pre-built advice workflows
Fact Find
Disclosure
Statement of Advice
Client sign-off
Client activity history
Questionnaires
Marketing tools
Marketing opt-in
Engage tool integration
Signing rules

Investment Pro

$309

per month*

Get Started

What’s Included

All Investment Lite features, plus:

AML – Cloudcheck integration
Reporting
Client journal notes
Custom model portfolios

KiwiSaver Lite + Investment Lite

$349

per month*

Get Started

KiwiSaver Pro + Investment Pro

$409

per month*

Get Started

* Pricing is per adviser and excludes GST. Setup costs may apply. Volume discounts are available. For full pricing details, please go to our Pricing page.

“The implementation of the OMNIMax Advice Platform has assisted us in providing consistency of financial planning across all of our clients. We’ve also greatly reduced the time associated with each client due to the automation of our workflows.”

Michael Taylor – Managing Director – Strategic Financial Planning

Engage investment and wealth modelling calculator tool

Add-on an Engage Tool

Visually demonstrate the value of your advice by adding an Engage Adviser Tool to your Advice plan.

Engage Adviser Tools allow advisers to make selections based on a client’s personal situation, including goals and risk preference, to generate charts and analysis that show how their savings may grow over time.

Learn More about Engage Adviser Tools

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.

Read Our Client Stories