Megan Murdoch, Author at OMNIMax

Home
Our Products
- Boxed Solutions
  
  Ready-to-go, cost effective, out-of-the-box solutions for a single advisor, for KiwiSaver and Investment.
  
  More >
- OMNICalc
  
  Sophisticated web calculators integrated into your website. Interact with potential clients and generate leads.
  
  More >
- OMNIEngage
  
  Visually demonstrate your advice, engage with potential clients and easily on-board. Fully customisable design.
  
  More >
- OMNIAdvice
  
  Automate your advice and visually show clients a complete picture. Produce concise SOA and streamline reviews.
  
  More >
- ROBOAdvice
  
  Streamline your processes and enable automated advice based on your workflows.
  
  More >
- Custom Solutions
  
  Let us understand the needs of your advice business and provide a custom solution.
  
  More >
What Our Clients Say
Adviser Support Services
Who We Are
Support
Get in Touch >

About Megan Murdoch

This author has not yet filled in any details.
So far Megan Murdoch has created 2 blog entries.

The Top 5 Tips to Helping Clients Understand Your Advice

As we navigate our way through transitional licensing and the [...]

By Megan Murdoch|2020-12-02T01:14:53+00:00November 3rd, 2020|Finance, Insurance, Mortgage|0 Comments

Become More Effective with FinTech

The term fintech refers to technology that enables parts of [...]

By Megan Murdoch|2020-12-02T01:15:40+00:00November 28th, 2019|Software, Technology|0 Comments