Automate your advice with OMNIAdvice online financial plan writing advice software tools for financial advisers…
OMNIAdvice is a complete and comprehensive financial planning and wealth management software for advice practices of any size. Automate your advice with OMNIAdvice financial plan writing portfolio management advisor software tools for financial advisers and give your clients a complete picture of their financial position including their goals and objectives. Manage the entire advice process from fact find, through to implementation and ongoing reviews, add on our powerful modelling tools and product / provider information.
- Easily complete financial plan writing including goals and objectives across multiple scenarios for your clients.
- Generate Statements of Advice in word or pdf formats – complete automated process.
- Manage investment portfolios and recommend and compare one, two or more products and solutions.
- Brand the tools and documents with your own logo and colours.
- Have clients complete client discovery process and authority to proceed online.
- Compliance made easy with complete audit trails of advice given.
From KiwiSaver and Investment advisers to Insurance and Mortgage – let OMNIMax help you take your advice process online.