Pricing

Pricing for our pre-built solutions

For pricing for a custom solution, please get in touch with our team.

Adviser Tools Pricing

KiwiSaver Lite

$159

per month*

  • Brand customisation
  • Pre-built advice workflows
  • Fact Find
  • Disclosure
  • Statement of Advice
  • Client sign-off
  • Marketing tools
  • Marketing opt-in
  • Built-in FMA projection
KiwiSaver Pro

$229

per month*

All KiwiSaver Lite features, plus:

  • AML – Cloudcheck integration
  • Reporting
  • KiwiSaver review process
Investment Lite

$239

per month*

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

$309

per month*

All Investment Lite features, plus:

  • AML – Cloudcheck integration
  • Reporting
KiwiSaver Lite + Investment Lite

$349

per month*

KiwiSaver Pro + Investment Pro

$409

per month*

Engage Modelling Tools

$35

per month*

For KiwiSaver or Investment

* All prices are per adviser and exclude GST. Engage Modelling Tool pricing is per Modelling Tool. Setup cost and platform license may be applicable. Volume discounts are available.

Website Tools Pricing

$99

per month*

For Risk Profile, Online Fact Find, KiwiSaver or Investment

” Website Tool price is per month and excludes GST. Setup cost and platform license may be applicable. Volume discounts are available.

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

Ryan Wilson – BNZ

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.