Custom Solutions

Design a custom solution to match your advice process

We can build a solution for you from scratch or we can customise one of our pre-built products.

Some of Our Client Stories

The benefits our clients have experienced from their custom solutions

BNZ’s KiwiSaver Navigator App

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

Investment Reviews + Client Portal

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

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A Custom Advice Workflow

James Kara from Swain Woodham Group engaged the OMNIMax team to develop a customised workflow that would suit how he worked.

What Our Clients Say

Some kind words from our clients

It’s so easy and simple. We’re finding it 60-70% faster, the solution gives us the ability to deliver quality personalised advice at scale.” 

Nick Wells – Amicus

The tool is a meaningful step forward for us in helping our customers to understand a complex wealth product.

Peter Forster – BNZ

“The OMNIMax solution ensures you are meeting your compliance requirements around record keeping and providing advice.”

Matt Isbister – Isbister Partners

Get Started

Looking for a no-obligation demonstration, or just have a question?

Custom Solution Features

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

We have a library of existing features that can be customized or you can build your own. Our library of existing features includes:

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

Why Work With Us

We’ve been fueling financial advice conversations since 2002

Our solutions are trusted by some of New Zealand’s top financial advice brands.

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Wealthpoint logo
FoxPlan logo
BNZ logo
Compound Wealth logo
Swain Woodham Group logo
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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.