Why Advisers Choose Us
Proven Track Record
Over 23 years delivering SaaS solutions purpose-built for New Zealand’s financial services industry.
Widely Trusted
From solo advisers to nationwide advice networks and banks, we power digital advice solutions for businesses of every size.
Deep Expertise
Our team brings decades of experience across financial services, software development, and digital transformation.
Robust Technology
Hosted on Microsoft Azure, our solutions deliver high availability, robust security, and seamless performance.
“We see the OMNIMax team as leaders in their field. Their expertise was crucial in sound boarding ideas, collaborating on design, and ensuring the successful implementation of the new Navigator.”
Ryan Wilson – BNZ
Benefits for Advisers
Save Time
Automate your advice workflow and free up more time for clients or high-value tasks.
Simplify Compliance
Automatically record electronic client sign-offs and ensure all staff use the same document template.
Safeguard Data
Keep client data safe with top-tier security and high availability, hosted on Microsoft Azure.
What Our Clients Say
“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.”
Nick Wells
Amicus
“We would have had to avoid new KiwiSaver clients if we didn’t have this solution. I can now send a Fact Find and when I get it back, generate a Statement of Advice in 10 minutes.”
Nigel Rukuwai
Wealthpoint Nelson
“In this day and age, compliance is a non-negotiable, so having a thorough system that made our job easier was a no-brainer.”
Nick Hau
Moneta
