Adviser Tools

Visually demonstrate the value of your advice with our Adviser Tools

Generate in-depth charts and analysis to show your clients how your recommendations could help them achieve their goals.

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Engage investment and wealth modelling calculator tool

Demonstrate the Value of Your Advice

Generate in-depth charts and analysis, that show the value of your advice.

Engage Your Clients with Visuals

Visually engage your clients with colourful charts which show your client’s potential future situation.

Simplify Client Information Collection

Integrate your Adviser Tool with our Advice Platform to automatically share client information.

BNZ investment and wealth modelling calculator tool

“Our KiwiSaver tool is a meaningful step forward for us in helping our customers to understand a complex wealth product.”

Peter Forster – BNZ

Our Range of Adviser Tools

Our Adviser Tools are customised with your branding and colours, ensuring they integrate seamlessly with your website or other marketing materials.

KiwiSaver

Select your client’s KiwiSaver goal (saving for retirement or buying a first home), their current KiwiSaver value and income information to see if they are on track to meet their goal.

Investment

Select your client’s investment objectives, complete a risk profile questionnaire and enter their current investment asset information to see if they are on track to meet their investment objectives.

Adviser Tool - KiwiSaver version screenshot

Adviser Tools - investment version screenshot

Adviser Tools - investment version graph screenshot

Talk to us about using an Adviser Tool in your business

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“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

Adviser Tools FAQs

Answers to our most commonly asked questions

What is the signup process for Adviser Tools?

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 us to use in your Adviser Tool. Our Development Team will then create your Tool.

When your Adviser Tool is complete, 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.

What is the difference between Website Tools and Adviser Tools?

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, while they are with a client, as you need to enter your clients’ details in them. They offer more in-depth charts and analysis than a Website Tool and are designed to show your client their potential future situation if they follow your advice. We also customise Adviser Tools with your branding, so they look like one of your products.

How do I access my Adviser Tool?

Once your Adviser Tool is ready to launch, you’ll be emailed details of where and how to login.

Can I customize any Adviser Tool features?

Yes. All Adviser Tools have brand customisation included as standard, 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.

Will I receive training on how to use my Adviser Tool?

Yes, once your 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.