Engage Your Website Visitors

Our interactive Website Tools integrate into your website and give your visitors personalised insights into their situation

OMNIMax KiwiSaver FMA Website Tool screenshot

Generate Quality Leads

Collect client details to build a reliable lead pipeline.

Visually Engage Visitors

Show colourful charts to reveal visitors’ potential future outcomes.

Simplify Information Collection

Integrate with an Adviser Tool to gather client information easily.

Our Range of Website Tools

Our Website Tools integrate seamlessly into your website as they are customized with your branding and colours.

We have a range of tools available, where your website visitors can enter their information and then see financial projections, get a Risk Profile outcome or complete an Online Fact Find.

Visitors answer questions about their financial priorities and thoughts on risk which are used to generate a risk profile for them.

Visitors answer questions about their financial priorities, thoughts on risk and provider preferences, which are used to generate a risk profile and establish which providers would meet their preferences. Visitors then provide more information which completes a Fact Find which then gets sent through to the adviser.

Try our Demo Online Fact Find

Visitors enter their information including age, salary, KiwiSaver balance and contributions. This information uses the FMA assumptions to project the lump KiwiSaver amount they would have at 65, and what they would receive weekly from age 65 to 90.

Try our KiwiSaver Demo.

Visitors enter information about their situation, including age, monthly savings, timeframe, and portfolio mix, which are used to generate figures for total contributions, earnings, and a final investment balance.

OMNIMax KiwiSaver FMA Website Tool screenshot

Try Demo Versions

Screenshot of OMNIMax's KiwiSaver Online Fact Find on a laptop with a blue shape background

KiwiSaver Online Fact Find

Learn what your Risk Profile is by answering questions about your thoughts on risk.

OMNIMax KiwiSaver FMA Website Tool screenshot

KiwiSaver

See how much your KiwiSaver could be worth at retirement (using FMA rates of return).

BNZ Logo

“We see the OMNIMax team as leaders in their field. Their expertise was crucial in soundboarding ideas, collaborating on design, and ensuring the successful implementation of the new Navigator.”

Ryan Wilson – BNZ

Read our BNZ Client Story

Talk to Us

Talk to us about using a Website Tool on your website

Amicus logo
“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

Read our Amicus Client Story

Website Tool FAQs

Answers to our most commonly asked questions

Website Tools go onto your website and are for your website visitors to use. We customise your Website Tool with your brand colours so that it looks like part of your website. 

Adviser Tools are for advisers to use to streamline their Fact Find, Statement of Advice, Authority to Proceed and Reviews in a secure digital environment. We also customise Adviser Tools with your branding, so they look like one of your products. 

Once your Website Tool is ready to launch, we will provide the URL of your Website Tool to your website developer or IT person to embed into your website.

Yes. All Website Tools include brand customisation, including your logo and brand colours. If you want further customisation, we can do this too. Whether this is adding another question or designing an entirely new tool, we can do whatever you need.  

Website Tool Pricing

$105* per Website Tool

Custom Tools available – ask us for pricing

(*Price per month, excludes GST. Setup and platform license costs may apply. Volume discounts available.)

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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Wealthpoint logo
FoxPlan logo
BNZ logo
Total Life logo
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