Financial adviser administration support services in conjunction with Strategic Financial Planning

Feel the pressure of having to grow your client base but are too busy fulfilling your current clients needs? OMNIMax financial adviser administration support services are provided utilising the OMNIAdvice software platform, together with our own qualified financial adviser, to support your business in an administrative role.

Pass on the on-boarding of new clients and maintenance of current clients to give yourself time to work on your business. We can customise a package to suit your needs, select from task such as:

  • Meet with new clients.
  • Prepare documents and checklists for new client on-boarding.
  • Setup new clients on management and portfolio tracking systems.
  • Ensure AML requirements are met.
  • First point of contact via email / phone.
  • Prepare review and plan documents.
  • Place recommended investments.
  • Track cash flow for income drawings.
  • Track cash flow for investment changes.
  • Implement recommended portfolio changes.
  • Research alternate funds.
  • Client information researching, review of existing portfolios, documents and saving schemes.
  • Database / data feed management including prices, transactions, reconciliations.
  • Resolve bank issues and manage cash transfers for clients.
  • Annual income and tax audits.
  • Monthly invoicing and direct debit setup.
OMNIEngage Advisor Sales Tool
Talk to Us

Talk to us about our adviser administration support services using the OMNIMax platform, we can tailor a package for your business.

Talk to Us Now >
BNZ Logo
“We’ve greatly reduced the time associated with each client due to the automation and digitalisation of our workflows through the OMNIMax solution. I’d have no trouble in recommending OMNIMax to others in the financial community.”

Michael Taylor
Strategic Financial Planning

See More Client Testimonials >

Looking for Advice Software Solutions?

Interactive web calculators, client engagement and complete digital advice process software solutions. We have customisable solutions for KiwiSaver, Investment, Mortgage and Insurance.

Check Out OMNIMax Products >