Advice Automated Workflows
Save time by automating your financial advice workflow
Streamline your processes, provide consistency of advice across your client base and output concise statements of advice with our Advice plans.
“The implementation of the OMNIMax Advice solution 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.”
Managing Director – Strategic Financial Planning
$159.00 per month
$229.00 per month
$239.00 per month
$309.00 per month
* Pricing is per adviser and excludes GST. Setup costs may apply. Volume discounts are available. For full pricing details, please go to our Product Pricing page.
Engage Modelling Tool Add-on
Visually demonstrate the value of your advice by adding an Engage modelling tool to your Advice plan.
Engage modelling tools allow advisers to make selections based on a client’s personal situation, including goals and risk preference, to generate charts and analysis which show how their savings may grow over time.