Client Stories

How our clients have achieved their goals with our solutions

Read our client stories about how our solutions have saved clients’ time and helped them deliver quality advice.

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A Faster KiwiSaver Solution

Amicus credits their OMNIMax KiwiSaver solution with a big time saving – 60-70%. They now have the ability to deliver quality advice at scale.

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BNZ’s Custom KiwiSaver App

The KiwiSaver Navigator tool was built to help BNZ customers see what a difference small tweaks to their KiwiSaver investment could make.

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Investment Reviews + Portal

Strategic is a provider of bespoke portfolios and needed an investment review process and a portal where clients can track their investments.

Wealthpoint Nelson’s KiwiSaver Solution

“We would have had to avoid new KiwiSaver clients if we didn’t have this KiwiSaver Solution.”

Testimonials

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“I was one of the first users of the KiwiSaver advice solution. There was nothing else in the market that could provide that level of detail in regard to up-to-date performances, asset allocations and fee schedules. I like how I can recommend any KiwiSaver fund and compare them easily, the solution saves me a lot of time.

I’ve built out my template base and so the Statement of Advice reports we provide to customers now are pretty comprehensive. That adds a lot of value and OMNIMax helps a lot with that. I’ve really seen a change in people’s mentality over the past 18 months. It’s been good for business because if you can do it online it saves a lot of time.

Adam Stewart
Director and Financial Adviser – Compound Wealth Limited

Isbister Partners logo

Isbister Partners utilises the KiwiSaver and Investment Boxed Solutions for their advice process.

“The workflow helps speed up the process by taking away the need to manually enter data and text as much as possible. It also ensures you are meeting your compliance requirements around record keeping and providing advice. It saves us around 2-3 hours per client investment plan. It’s now an integral part of our process.

Matt Isbister
Director and Financial Adviser – Isbister Partners

Why Work With Us

We’ve been fuelling financial advice conversations since 2002

Some of New Zealand’s top financial advice brands trust our solutions.

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We’re Here to Help

Looking for a no-obligation demonstration or just have a question? Get in touch with our team today.