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
“We feel there’s a need to lean on tech processes to grow”. Coupled with the suggestion that there is more admin than ever, there is a 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.
As the KiwiSaver market increases advisers are searching for quicker, simpler, and more efficient ways of giving advice to adapt to this customer base.
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.
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 a more in-depth look at and modelling of your 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’.
