– KIWISAVER – INVESTMENT – MORTGAGE – INSURANCE

Save time and cost by automating your advice workflow with our boxed advice solutions and workflow tools…

Automate your KiwiSaver, Investment, Insurance or Mortgage advice workflow with our boxed advice solutions and workflow tools and give your clients a comprehensive visual picture of their options, plus have a complete audit trail of the advice you give.

Streamline your processes, provide consistency of advice across your client base and output concise Statements of Advice in pdf and word formats – complete automated process. Customise the tool and the resulting documents with your own logo and colours.

Have clients complete an online discovery process, to assess their needs, and use the information to pre-populate forms. Then easily compare and match the customer with the appropriate products and providers.

Add our engagement or calculator tools, as an optional extra, to visually show the value of your advice and aid your advisors in sales.

KiwiSaver

The OMNIMax boxed advice solutions and workflow tools for KiwiSaver provides you with a clear heat map based on your clients preferences and the characteristics of all providers – all you need to do is choose the most appropriate. Our software solution for KiwiSaver can have you up and running in no time for the low monthly cost of $99 +gst for single advisors. Or find out more about our low use starter plan from just $49 per month +gst.

Find Out More About the KiwiSaver Solution >

Investment

The OMNIMax boxed advice solutions and workflow tools for Investment allows you to easily complete goal planning and objectives across multiple scenarios for your clients and recommend and compare one, two or more providers. Our software solution for Investment supports ANZ, Booster, Select Wealth and Synergy and can have you up and running in no time for the low monthly cost of $299 +gst for single advisors. Or find out more about our low use starter plan from just $149 per month +gst.

Find Out More About the Investment Solution >
Services

Looking for a Scalable, Customisable Solution?


From client engagement and on-boarding through to complete advisor workflow solutions. We have customisable solutions for KiwiSaver, Investment, Mortgage and Insurance advice.

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