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.

OMNIAdvice Advisor Workflow Tool
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“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.”

Michael Taylor
Managing Director – Strategic Financial Planning

Advice Plans

KiwiSaver Lite
$159.00 per month
  • 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
$229.00 per month
  • Lite features plus:
  • AML - Cloudcheck Integration
  • Reporting
  • Client Journal Notes
  • KiwiSaver Review Process
Investment Lite
$239.00 per month
  • Brand Customisation
  • Pre-built Advice Workflows
  • Fact Find
  • Disclosure
  • Statement of Advice
  • Client Sign-off
  • Client Activity History
  • Questionnaires
  • Marketing Tools
  • Marketing Opt-in
  • Integration with Engage tool
  • Signing Rules
Investment Pro
$309.00 per month
  • Lite features plus:
  • AML - Cloudcheck Integration
  • Reporting
  • Client Journal Notes
  • Custom Model Portfolios

* 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.

OMNIEngage investment and wealth modelling calculator tool

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.

Custom Solutions

Let us provide you with a custom solution to suit the needs of your financial advisory business.

We can tailor a solution that includes custom:

  • Fact Find
  • Disclosure
  • Questionnaires
  • Statement of Advice
  • Advice Process
  • Review Process
  • Modelling Tool
  • Reporting
  • Skin
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We’re Here to Help

Looking for a no-obligation demonstration or just have a question? Get in touch with our team today.