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.
“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.”
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
