Save time by automating your KiwiSaver advice workflow

Automate your financial advice workflow and streamline your processes with our KiwiSaver Advice solutions.

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How our KiwiSaver Pro Plan works

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“It’s so easy and simple – we’re finding it 60-70% faster. We now have the ability to deliver quality personalised advice at scale.
The template allows you to create a solution that fits 10,000 people that is still personal, while maintaining compliance and meeting regulatory obligations.

Nick Wells
Financial Adviser – Amicus Group

Take your business to the next level!

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Our KiwiSaver Advice Plans

KiwiSaver Lite
$159.00 per month
  • Brand Customisation
  • Pre-built Advice Workflows
  • Fact Find
  • Disclosure
  • Statement of Advice
  • Client Sign-off
  • Questionnaires
  • Marketing Tools
  • Built in FMA Projection
  • Marketing Opt-in
KiwiSaver Pro
$229.00 per month
  • Lite features plus:
  • AML - Cloudcheck Integration
  • Reporting
  • Client Journal Notes
  • Client Activity History
  • KiwiSaver Review Process

* Pricing is per adviser and excludes GST. Setup costs may apply. Volume discounts are available. For full pricing details, please go to our Product Pricing page.

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How our Advice solutions help with disclosure

At OMNIMax we have built compliance into the DNA of our solutions and so when the regulations changed, so did we.

Read Our Blog Post