Advice Automated Workflows

Save time by automating your KiwiSaver advice workflow

Streamline your processes, provide consistency of advice across your client base and output concise statements of advice with our KiwiSaver Advice plans.

OMNIAdvice Advisor Workflow Tool
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“OMNIAdvice 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.”

Michael Taylor
Managing Director – Strategic Financial Planning

KiwiSaver Advice Plans

KiwiSaver Lite
$159.00 per month
  • Brand Customisation
  • Pre-built Advice Workflows
  • Fact Find
  • Disclosure
  • Statement of Advice
  • Client Sign-off
  • Client Activity History
  • Questionnaires
  • Marketing Tools
  • Marketing Opt-in
  • Built in FMA Projection
KiwiSaver Pro
$229.00 per month
  • Lite features plus:
  • AML - Cloudcheck Integration
  • Reporting
  • Client Journal Notes
  • KiwiSaver Review Process
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* Pricing is per adviser and excludes GST. Setup costs may apply. Volume discounts are available. For full pricing details, please go to our Product Pricing page.

Engage modelling tool screenshot with graph modelling investment value over time

Engage Modelling Tool Add-on

Visually demonstrate the value of your advice by adding an Engage modelling tool to your Advice plan.

Engage modelling tools allow advisers to make selections based on a client’s personal situation, including goals and risk preference, to generate charts and analysis which show how their savings may grow over time.

Why Work With Us

We’ve been fueling financial advice conversations since 2002

Our solutions are trusted by some of New Zealand’s top financial advice brands.

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Custom Solutions

Let us provide you with a custom solution to suit the needs of your financial advisory business.

We can tailor a solution that includes custom:

  • Fact Find
  • Disclosure
  • Questionnaires
  • Statement of Advice
  • Advice Process
  • Review Process
  • Modelling Tool
  • Reporting
  • Skin