Website Tools

Engage your website visitors with our interactive Website Tools

Our Website Tools allow your website visitors to make selections based on their situation, to generate charts and analysis of their future situation or a risk profile.

Visitors can then enter their information to request more info from you.

Screenshot of our Website Tool - KiwiSaver FMA version
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Generate Quality Leads

Interactive content engages visitors and encourages them to submit their details for further information.

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Visually Engage Visitors

Visually engage your visitors with colourful charts that show their potential future situation.

Simplify Information Collection

Website Tools integrate with Advice Platform, which leads to a smooth client information collection process.

BNZ investment and wealth modelling calculator tool
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“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 Website Tools

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

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

Visitors make selections around their situation and can then view how their KiwiSaver savings can grow over time.

Try our KiwiSaver Demo.

Visitors make selections around their situation and can then view how their investment savings can grow over time.

Visitors set mortgage term, composition and repayment amounts allowing them to generate detailed repayment charts, with time to repay and total cost including interest.

Visitors can work out how much cover they need, taking into consideration existing assets and expenses. These can be adapted for Life, Trauma or TPD insurances.

Talk to Us

Talk to us about using a Website Tool on your website

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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

Website Tool FAQs

Answers to our most commonly asked questions

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 to be used in your Tool. Our Development Team will then create your Tool.  

Once your Tool is completed, 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.  

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. 

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 and 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.  

Website Tool Pricing

$99* 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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We’re Here to Help

Looking for a no-obligation demonstration or just have a question? Contact our team today.