We are an independent developer of cloud-based financial advice solutions
In 2002, an innovative financial advice practice was looking for software that would streamline its processes and improve client engagement. There wasn’t any software available that met these requirements, so the practice approached our founder Jonathan to create it. Jonathan saw the benefits this software could offer other practices and OMNIMax was born.
OMNIMax now offers custom advice solutions as well as a range of pre-built solutions that allow financial advisers to automate and digitise their advice process and increase their efficiency.
Over 20 years after we began, we are helping to fuel financial advice conversations in ten countries via our offices in New Zealand, India, and Singapore.
The OMNIMax Team
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