Our boxed KiwiSaver solution; save time and simplify your processes – automate your guidance.

Automate and visually show the value of your guidance with the most comprehensive KiwiSaver advice solution available.

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.

  • Assess your clients provider preferences to find their ideal fit.
  • Easily compare provider performance and fees with heat mapping.
  • Have clients complete client discovery process and authority to proceed online.
  • Customise the tool and documents with your own logo and colours.
  • Output Statements of Advice in word or pdf formats. Complete automated process.
  • Research KiwiSaver providers – full database included with scheme fact sheets and product disclosure statements.
OMNIEngage Advisor Sales Tool

Our single advisor software solution for KiwiSaver can have you up and running in no time for the low monthly cost of just $99.

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Our boxed investment solution; save time and cost – automate your advice work-flow.

Automate your entire investment advice workflow and give your clients a complete picture of their financial position including their goals and objectives.

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 providers.
  • Customise the tool and documents with your own logo and colours.
  • Have clients complete client discovery process and authority to proceed online.
  • Integrate with FinaMetrica risk profiling.
  • Research investment products – full database included with fact sheets, product disclosure statements and application forms.
OMNIEngage Advisor Sales Tool

Our single advisor 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.

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Services

Looking for a Multi-Advisor or 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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