A Custom Solution, for Custom Advice, in a Fraction of the Time
November 2021
“I can’t understand why technology isn’t more widely used by advisers, it’s all manual Word docs and spreadsheets. Every place I go, I try to have OMNIMax implemented.”
Work Smarter; Save 2-3 Hours on Your Investment Plans!
September 2021
Coupled with the suggestion that there is more admin than ever before with the new regulations, there is a definite need to find faster ways to manage the investment process.
“Embracing digital within your business can boost your profits by improving efficiency and leaving more time to both spend with clients and gain new ones”, says OMNIMax’s director, Jonathan Taylor.
Does Your Brokerage Have a “Repeatable” Online Process?
February 2021
Building an adviser platform can be like building a home. You can begin from scratch, or choose a ‘standard plan’ or a template that you can adjust to suit your needs.
Have you been thinking about going digital but have no idea where to start? Jonathan, our Managing Director, answers your questions about going digital with your advice process.
Isbister Partners online Kiwisaver tool is designed to help you work out where you are at, find the appropriate scheme and play with the contributions you want to make.
Compound Wealth uses an OMNIEngage calculator to get their customers interacting online. Their retirement calculator allows for modelling of retirement scenarios.
FoxPlan uses OMNICalc to engage its website visitors and generate leads. We’ve just launched two updates for FoxPlan including a FMA compliant KiwiSaver calculator and their upgraded ‘investment slider’.
