Visually demonstrate the value of your advice

Our Projection Tool projects how your client’s KiwiSaver or investment could perform over their lifetime

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OMNIMax Investment Projection screenshot using demo data, on a laptop

Projection Tool Features

Assets Graph

The Assets over time graph plots your client’s assets and goals over their estimated lifetime.

Goal Funding Bars

See at a glance whether your clients are projected to meet their goals.

Closeup of a Savings Goal for Projection Tool by OMNIMax

Goal and Asset Details

View the details of your client’s assets and goals, including timelines, contributions, and return periods.

How Projection Tool Works

1. Issue Fact Find

Email a Fact Find link to your client or complete the Fact Find on their behalf during an in-person meeting.

2. View Fact Find Information

Your client’s Fact Find information is pulled into Projection Tool.

3. Visually Demonstrate the Value of Your Advice

Share your screen and collaborate with your client during a meeting.

Explore different scenarios and instantly update the Asset Graph and Goal Funding Bars when you:

Modify existing goals, assets and contributions
Add new goals, assets and contributions
Exclude goals and assets from the Projection

Closeup of OMNIMax's Projection Tool Assets graph showing colourful bars and lines

Use It Your Way — KiwiSaver, Investment, or Both

Use Projection Tool to project the performance of a client’s KiwiSaver, their investment, or both.

Include client goals if you’re doing goal-based planning, or just run a straight projection to show how an investment might grow over time.

Get Started

Contact our team for a no-obligation demonstration

Request a Demo

Some of Our Clients

Investment Adviser Tool

Use Projection Tool as a standalone tool or as part of Investment Adviser Tool

Investment Adviser Tool streamlines your entire investment advice workflow in a secure digital environment.

From Fact Find to Statement of Advice to Authority to Proceed.

Learn About Investment Adviser Tool

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

Michael Taylor – Strategic Financial Planning

Pricing

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

Projection Tool only

$57

per month*

Start Today

As part of Investment Adviser Tool

$320