What We Build
Customise any feature or design one from scratch
Advice Process
Let us create a custom advice process to suit how you work.
Questionnaires
Build client questionnaires to gather the info you need.
Fact Find
Modify our Fact Find or build your own.
Modelling Tools
Customise our templates to suit you and your clients.
Disclosure
Design how and when clients receive disclosures.
Statement of Advice
Match your existing SOA or let us design one.
Provider Application
Digitise the provider application process for your clients.
Review Process
Build an annual review process to suit how you work.
Reports
If the report you need isn’t in our library, we can create it.
Portfolio Management
Aggregate portfolio information from multiple sources.
“We see the OMNIMax team as leaders in their field. Their expertise was crucial in soundboarding ideas, collaborating on design, and ensuring the successful implementation of the new Navigator.”
Ryan Wilson – BNZ
How We Work
Our process for delivering custom solutions
Discover
We discuss and confirm your objectives, your target users, the types of information you need to present and how the information will be accessed.
Design
We create a framework around the flow of data required and establish the technical, functional, and visual requirements of your solution.
Deploy
Our team builds and tests your solution and regularly checks in with you to confirm development is on track. We can also migrate existing data into your solution.
Test
Your team receive training on how to use your solution. We deploy your solution to a test environment for you to test.
Deliver
Your solution goes live! We then monitor your solution for 30 days to iron out any technical issues. After 30 days, you will move on to one of our support plans.
Custom Solution FAQs
Answers to our most commonly asked questions
