Let us understand the needs of your financial advice business and provide a custom solution

Design a custom solution to fit your advice process. All the components of the OMNIMax platform framework are scalable and can be customised or, we can build to your requirements from scratch.

We have experience deploying our software in a variety of environments including Microsoft Azure and integrating with other solutions / services such as Salesforce.

Engage Advisor Sales Tool

“As the leader of the financial planning team at Swain Woodham I had a clean slate to design and implement the process I wanted. The objective was to create efficiency in my advice process and ultimately see more clients. The financial plans I do are comprehensive and were taking me around 6 hours, with my custom OMNIMax solution it takes me just half an hour.”

James Kara, Financial Adviser - Swain Woodham Group

Custom Features

We are experienced in developing custom solutions for KiwiSaver and Investment, Mortgage and Insurance.

Your solution can include custom:

  • Fact Find
  • Disclosure
  • Questionnaires
  • Statement of Advice
  • Advice Process
  • Review Process
  • Modelling Tool
  • Reporting
  • Skin

We can custom build the solution you need. Talk to us about your goals and let us design a solution to fit.

Swain Woodham Group logo
Compound Wealth logo
Total Life logo
Wealthpoint Nelson logo