Save time and cost by automating your advice workflow with our out-of-the-box advice solutions for KiwiSaver and investment…

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.


“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 solution and workflow tools for KiwiSaver provide you with a clear heat map based on your clients risk tolerance and preferences and the characteristics of the providers – all you need to do is choose the most appropriate. Our software solution for KiwiSaver can have you up and running quickly for the low monthly cost of $149 +gst for single advisers.

Find Out More About the KiwiSaver Solution >

Investment

The OMNIMax boxed advice solution and workflow tools for Investment allows you to easily collect information from your customer and make your investment recommendation. Our Investment solution supports ANZ, Booster, Select Wealth, Synergy and many other providers and can have you up and running quickly for the low monthly cost of $299 +gst for single advisers.

Find Out More About the Investment Solution >
Services

Looking for a Scalable, Customisable Solution?


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

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