Save time and cost. Automate your advice workflow, connect & visually engage with clients anywhere…
OMNIAdvice supports all stages of the advice journey from client discovery to on-going management and reviews, give your clients a complete picture of their financial position including their goals and objectives. Streamline your processes, provide consistency of advice across your client base and output concise statements of advice and review documents that carry your brand.
- Easily complete goal planning and objectives across multiple scenarios for your clients.
- Output Statements of Advice in word or pdf formats – complete automated process.
- Recommend and compare one, two or more investment solutions.
- Customise the tool and documents with your own logo and colours.
- Have clients complete client discovery process and authority to proceed online.
- Integrate with FinaMetrica risk profiling.
- Research investment products – full database included with fact sheets, product disclosure statements and application forms.
- Review and analyse income expenditure and cash flow.
- Easy compliance with complete audit trails of advice given.
The OMNIAdvice solution is scalable, customisable and built for advice businesses of all sizes and types. Let OMNIMax help you digitise your advice process and take your products and services online.
Are you a single advisor looking for a cost effective solution? We’ve got out-of-the-box solutions available for KiwiSaver and Investment…
“The implementation of the OMNIMax OMNIAdvice solution has assisted us in providing consistency of financial planning across all of our clients. We’ve also greatly reduced the time associated with each client due to the automation of our workflows. The solution is a great asset to us and gives our advisors the tools to visually show the benefits of the products and services that we offer. I’d have no trouble in recommending OMNIMax to others in the financial community.”
Managing Director – Strategic Financial Planning
Talk to us about how the OMNIAdvice tool can streamline your processes and save you time. Get your free no-obligation demonstration now.