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

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

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

We have developed solutions for KiwiSaver and Investment, Mortgage and Insurance – let us develop an enterprise solution for you.

OMNIEngage Advisor Sales Tool

We can custom build the solution you need, talk to us about your goals and we can design a solution to fit.

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A Selection of Active OMNIMax Clients

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“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