Save time by automating your KiwiSaver advice workflow

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

Automate and Save Time

Create multiple workflows to capture your advice process, generate documents and pre-populate forms with client information.

Clients Complete Discovery Online

Easily direct your clients to, or complete with them, an online fact find process that streamlines the creation of SOA.

Fully Customisable Solution

Make the software your own – use your own logo and colours throughout, plus customise workflows and documents.

Ready to get started?

How our KiwiSaver Pro Plan works

Strategic Financial Planning logo
“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!

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
  • Client Activity History
  • Questionnaires
  • Marketing Tools
  • Marketing Opt-in
  • Built in FMA Projection
KiwiSaver Pro
$229.00 per month
  • Lite features plus:
  • AML - Cloudcheck Integration
  • Reporting
  • Client Journal Notes
  • 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.