Investment Adviser Tool

Streamline your investment advice workflow in a secure digital environment

OMNIMax Projection Tool screenshot with demo data, on a laptop
Investment Adviser Tool screenshot, on the Client Details screen, on a laptop
Investment Adviser Tool screenshot of Existing Assets tab
Investment Adviser Tool screenshot, on the Add Goals screen
Screenshot of Investment Adviser Tool - Recommendations screen
OMNIMax Projection Tool screenshot with demo data, on a laptop

Save Time and Money

Automate your advice workflow and gain more time to spend with clients or on other high-value tasks.

Simplify Compliance

Automatically record electronic client sign-offs and ensure all staff use the same document template.

Improve Efficiency

Advisers and clients can supply or review information at a time that best suits them.

How It Works

* Projection Tool only available for Investment Pro users

Full-width OMNIMax Projection Tool screenshot with demo data, on a laptop
Full-width OMNIMax Projection Tool screenshot with demo data, on a laptop

Projection Tool

Visually demonstrate the value of your advice

Projection Tool uses the information collected from a client’s fact find to project how their investment could perform over their lifetime.

During meetings, you can share your screen and collaborate with clients in real time. Instantly update projections by:

  • Modifying existing goals, assets and contributions
  • Adding new goals, assets and contributions
  • Excluding goals and assets

Some of Our Clients

Fisher Funds logo
Wealthpoint logo
FoxPlan logo
Amicus logo
Compound Wealth logo

Get Started

Contact our team for a no-obligation demonstration

Key Features

Both advisers and clients can access the Tool from anywhere, anytime.

Your logo and brand colours are used across your solution, in documents and all client communications.

Use your preferred providers in your Investment Adviser Tool.

Make sure your clients are getting the right disclosure information at each step.

Our Customer Support team will educate your team on using your Investment Adviser Tool.

Use our standard Fact Find.

Use our Statement of Advice template and modify parts to make it your own.

Use our ATP workflow that captures your clients sign-off including date and time information.

Tailor signoff to suit your client. Select from online authorisation or in person signature.

Tailor signing rules to suit you client e.g. For a trust or company.
Strategic Financial Planning logo
Strategic Financial Planning logo

“We’ve greatly reduced the time associated with each client due to the automation and digitalisation of our workflows.”

Michael Taylor – Strategic Financial Planning

Data Security

The security of your data and your client data is of the utmost importance to us

Advanced Login Security

Authentication is required for all adviser and client logins.

Secure Data Storage

Our software and your data are hosted through Microsoft Azure.

Encrypted Data Transfer

All data transferred between users and your Adviser Tool is encrypted.

Investment Adviser Tool FAQs

Once you’ve decided to proceed, our Sales Team will confirm your needs and send you a Service Provision Agreement (SPA) via Adobe Sign to sign. Your SPA lists, among other things, the products and services we are providing you, the cost of these and which Support plan you have chosen.  

Once your SPA is signed and returned, our Team will contact you to gather your logo, brand colours and any other brand assets you want to be used in your Investment Adviser Tool. Our Development Team will then create your Tool.  

When your Investment Adviser Tool is completed, our Team will notify you that it’s ready to use and offer you training. During the first 30 days, we help you through the process and clarify any questions you may have.  After 30 days, you’ll move on to the Support plan nominated in your SPA, and our Support Team will help you with any Support-related issues.  

Your Investment Adviser Tool includes brand customisation where we use your logo, brand colours and images to make the Tool and some features (including SOA, Fact Find and Authority to Proceed), match your existing branding. If you would like to further customise a feature or create your own from scratch, we can also do this. 

You can use up to 14 providers. If you have more than 14 providers, you can still use Investment Adviser Tool – we’d just need to do some development work to allow for this. Get in touch if this is the case for you and we’ll be able to provide you with more information.

Yes, once your Investment Adviser Tool is ready to go live, you and your team will be offered training on how to use it. We can also record this training for you to access later.

We also have a Support and Knowledge Portal where we have articles on how to do a variety of tasks within Investment Adviser Tool. If you have new team members that need training or you need a refresher, we can also do this. 

Yes, all our Adviser Tools clients are automatically put onto our free Basic Support plan which provides two support hours each quarter. This plan also provides access to our Support & Knowledge Portal where you can log support tickets if you have any queries or concerns plus, you’ll get access to articles on how to perform various tasks within Adviser Tools.

For our larger clients or those needing a higher level of support, we also have our Plus and Premium Support plans, for a monthly fee. You can find more information about our Support plans here.

Pricing

Select the option that best suits how you want to use Investment Adviser Tool

Investment Lite

$245

per month*

Features:

  • Brand customisation
  • Pre-built advice workflows
  • Fact Find
  • Disclosure
  • Statement of Advice
  • Client sign-off
  • Signing rules
  • Marketing tools
  • Marketing opt-in
  • Free training
  • Free support
Investment Pro

$320

per month*

All Investment Lite features, plus:

  • Projection Tool
  • AML – GBG integration
  • Reporting

Add KiwiSaver

Combine Investment Adviser Tool with KiwiSaver Adviser Tool

KiwiSaver Lite + Investment Lite

$349

per month*

KiwiSaver Pro + Investment Pro

$409

per month*

* All prices are per adviser and exclude GST. Setup cost and platform licence may be applicable. Volume discounts, Admin and Paraplanner pricing are available. For full pricing details, please go to our Pricing page.