Portfolio Management

Secure business continuity with up-to-date portfolio information management on your investment products and providers

What happens when an underlying product or provider disappears? Our portfolio information management add-on aggregates portfolio information from multiple sources providing you with comprehensive and up-to-date investment and fund reporting for your clients.

  • Comprehensive portfolio performance reporting (money and time-weighted).
  • Comprehensive tax reporting including FIF tax reporting.
  • Comprehensive fund reporting, total holding under funds with maturity dates.
  • Report in Microsoft Word or Excel (CSV / XLS).
  • Comprehensive data import and export tools.
  • Connect to any data or web source for client transaction information.
  • Auto updating of product pricing plus addition or removal of providers.
  • Reporting in multiple currencies.
  • Integrate directly with your Advice workflows.
OMNIEngage Advisor Sales Tool
“When we first met with the OMNIMax team they were so approachable, we underestimated the knowledge they had. We quickly came to realise they understood the industry and understood what we needed.”

Nick Wells – Amicus

Portfolio Management Pricing

Ask us for pricing.

Why Work With Us

We’ve been fuelling financial advice conversations since 2002

Some of New Zealand’s top financial advice brands trust our solutions.

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We’re Here to Help

Looking for a no-obligation demonstration or just have a question? Contact our team today.