Automate your KiwiSaver or Investment advice workflows with our boxed advice solutions and give your customers a comprehensive visual picture of their investment options. Our solutions give you a complete audit trail of the advice you give and ensures your disclosure is handled at the appropriate times with a record of client sign-off at each stage and their authority to proceed with advice.
Have customers complete an online fact find to assess their needs and use the information to pre-populate forms, then easily match the customer with the appropriate products and providers from your prepopulated list.
Output concise Statements of Advice in pdf and word formats in minutes with our automated process. Customise your OMNIMax portal and the resulting documents with your own logo and colours and edit the text within our Statement of Advice templates to make them your own.
Add our modelling tools, as an optional extra, to visually show the value of your advice by modelling scenarios specific to your customer. With our boxed solutions you also get the added benefit of regular updates as we develop our offering.