KIWISAVER | INVESTMENT | MORTGAGE | INSURANCE

Save time and cost by automating your advice workflow with the OMNIMax out-of-the-box solutions…

Automate your KiwiSaver, Investment, Insurance or Mortgage advice workflow 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.

KiwiSaver

The OMNIMax KiwiSaver solution 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.

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Investment

The OMNIMax Investment solution 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.

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Insurance

Give your clients a comprehensive picture of their insurance options. Visually show what types of insurances they require based on their situation, encorporating their existing policies.

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Mortgage

Give your clients a comprehensive picture of their lending options and visually show different providers and their rates, mortgage structures and composition as well as repayment options.

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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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