Save time by automating your financial advice workflow
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 solutions.
Our Advice plans support all stages of the advice journey from client discovery to on-going management and reviews. They are scalable, customisable and built for advice businesses of all sizes and types.
Automate & Save Time & Money
Create multiple workflows to capture your advice process, generate documents and pre-populate forms with client information.
Clients Complete Discovery Online
Easily direct your clients to, or complete with them, an online fact find process that streamlines the creation of SOA.
Fully Customisable, Including Branding
Make the software your own – use your own logo and colours throughout, plus customise workflows and documents.
“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
* 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.
