The Challenges of Going Digital

July 2021

It’s easy to talk about ‘going digital’ and visualise the benefits of digital advice tools – become better, faster, but it’s not as easy to make it happen. “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…

Read the Investment News Article >
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Model Client Scenarios in Real-Time

June 2021

A picture paints a thousand words. We all know the saying and its meaning as it relates to people’s quick understanding of any concept or situation based on a single image rather than paragraphs of text, and so that begs the question why don’t we use this to our advantage?

Read the Investment News Article >
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A Fast, Efficient Solution for KiwiSaver Advice

May 2021

As the KiwiSaver market increases advisers are searching for quicker, simpler, and more efficient ways of giving advice to adapt to this low fee-paying customer base, while still providing great advice and retaining investors as long-term clients. To do this more advisory businesses are turning to software solutions…

Read the Investment News Article >
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Making Software Solutions Work for Our Clients & Theirs

March 2021

When an out-of-the-box solution does not suit OMNIMax develops a bespoke solution to match a client’s workflow and vision. Strategic is one of OMNIMax’s clients that falls into this category…

Read the Asset Mag Article >
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Does Your Brokerage Have a “Repeatable” Online Process?

February 2021

Building an adviser platform can often be like the process of building a home – you either begin from scratch, or you can choose a ‘standard plan’ or a template that you can then adjust to suit your needs. OMNIMax specialises in platforms dedicated to investment and KiwiSaver advice…

Read the NZ Adviser Article >
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Should I Shift to a Digital Advice Process?

December 2020

Have you been thinking about going digital but not sure if it will benefit you and have no idea where to start? Jonathan Taylor, our Managing Director at OMNIMax Software Solutions, answers your questions about going digital with your advice process…

Read the Asset Mag Article >
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Isbister Partners KiwiSaver Tool

September 2020

The new 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 and then you can join up online with their new Lifestages sign-up portal.

Check Out Isbister Partners KiwiSaver Tool >
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Compound Wealth App Launch

September 2020

Compound Wealth has made use of our OMNIEngage calculator tools to get their customers interacting online… This retirement calculator allows a more in depth look at and modelling of your retirement scenarios!

Try the Compound Wealth Retirement App >
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Project Launch for Lifestages

July 2020

Will you have enough money when you retire? Lifestages use OMNICalc to engage their website visitors and make sure they are informed! We’ve recently launched this FMA compliant KiwiSaver calculator for Lifestages, try it out here…

View Lifestages KiwiSaver Calc >
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OMNIMax & BNZ work together to help BNZ customers get the most out of KiwiSaver

June 2020

A few simple tweaks to your KiwiSaver investment, like choosing the right fund or setting a higher contribution rate, can have a big impact on the amount you save. The KiwiSaver Navigator tool was built by OMNIMax in collaboration with BNZ, to help BNZ customers see what a difference these small changes could make…

Read the Good Returns Article >
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OMNICalc Launch for FoxPlan

May 2020

FoxPlan use OMNICalc to engage their website visitors and generate leads! We’ve just launched two updates for FoxPlan including a new FMA compliant KiwiSaver calculator and their upgraded ‘investment slider’ (pictured) – calculate how much your savings could be worth with FoxPlan…

View Foxplan Investment Slider >
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Newsletters:

End of Year Update; Happy Holidays

December 2020

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August Update; Upcoming Events

August 2020

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May Update; Post COVID

May 2020

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    “BNZ worked closely with OMNIMax customising the OMNIEngage tool with BNZ look and feel. User feedback was incorporated to work through several iterations before the solution was finalised. While the OMNIMax team were building the application and database, they worked in house with BNZ to deploy the solution within the BNZ Azure environment. The collaboration was a great success delivering a rich and robust user application within a very short time frame.”

    Peter Forster
    General Manager – Wealth, BNZ