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  Automate your advice and visually show your clients a complete picture. Produce concise SOA and streamline reviews.
  
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  Aggregated portfolio information add-on plus client investment and fund reporting.
  
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  Streamline your processes and enable automated advice based on your workflows.
  
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ROBOAdvice Automated AdviceMegan Murdoch2020-01-14T23:22:45+00:00

ROBOAdvice allows you to streamline your processes and automate advice based on your workflows.

Are you interested is operating under a Roboadvice license?

With OMNIMax ROBOAdvice our algorithms can auto suggest outcomes based on your advice workflows using the financial products and providers that you select.

OMNIMax is experienced in Roboadvice licensing and has previously been through the FMA process as a technology provider.

If you’re serious about automating your advice and letting technology work for you, we can tailor-make a solution to suit your business.

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Other OMNIMax products…

Visually demonstrate the value of your advice & seamlessly on-board new clients.

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Automate your advice workflow and produce concise Statements of Advice and reviews.

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