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

Automate your KiwiSaver or Investment advice workflows with our boxed advice solutions and give your clients a comprehensive visual picture of their options, plus have a complete audit trail of the advice you give. With our boxed solutions you get the benefit of regular updates as we develop our offering.

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 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 advisers in sales.


“I like how I can recommend any KiwiSaver fund and compare them easily, the solution saves me a lot of time and helps me add value to my clients”

Adam Stewart
Director & Financial Adviser – Compound Wealth

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 $149 +gst for single advisers.

Find Out More About the KiwiSaver Solution >

Investment

The OMNIMax boxed advice solutions and workflow tools for Investment allows you to easily collect information from your client and make your recommendation. 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 advisers. 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 adviser workflow solutions. We have customisable solutions for KiwiSaver, Investment, Mortgage and Insurance advice.

View Customisable Advisor Products >