Save time and cost. Automate your financial advice workflow, connect & visually engage with clients anywhere…
OMNIAdvice supports all stages of the advice journey from client discovery to on-going management and reviews, give your clients a complete picture including their goals and objectives. Automate your financial advice workflow, streamline your processes, provide consistency of advice across your client base and output concise statements of advice and review documents that carry your brand.
- Easily complete goal planning and objectives across multiple scenarios for your clients.
- Output Statements of Advice in word or pdf formats – complete automated process.
- Recommend and compare one, two or more products and solutions.
- Customise the tool and documents with your own logo and colours.
- Have clients complete client discovery process and authority to proceed online.
- Easy compliance with complete audit trails of advice given.
- Additional add-on Portfolio Management for Investment
The OMNIAdvice solution is scalable, customisable and built for advice businesses of all sizes and types. From KiwiSaver and Investment to Insurance and Mortgage – let OMNIMax help you digitise your advice process and take your products and services online.
“The implementation of the OMNIMax OMNIAdvice 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. The solution is a great asset to us and gives our advisors the tools to visually show the benefits of the products and services that we offer. I’d have no trouble in recommending OMNIMax to others in the financial community.”
Michael Taylor
Managing Director – Strategic Financial Planning
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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.
