Financial advice modelling tools allowing quick demonstration of different investment scenarios

Show your clients how their investments could grow over time with our OMNIEngage financial adviser modelling tools. Engage current and prospective clients visually with in-depth charts and analysis based around their situation and risk preferences with your products and solutions, plus collect their information to follow-up.

We have pre-built templates for Investment and KiwiSaver or both, which are advisor driven and can be customised to your specific requirements.

OMNIEngage lets you on-board new clients easily by pushing the information collected through to our OMNIAdvice workflows and production of a Statement of Advice.

View Pricing >

Talk to us Now!

To talk to us to schedule your demo or to get your project underway, simply fill in your details and we’ll contact you!

    Foxplan KiwiSaver retirement and investment web calculators
    Lifestages KiwiSaver retirement and investment web calculators

    Our OMNIEngage financial adviser modelling tools enable you to visually demonstrate the value of your advice with in-depth charts and analysis of different scenarios.