OMNIMax is an independant developer of cloud-based financial advice software & solutions. We provide comprehensive solutions to connect & visually engage with clients anywhere…

Established in 2002, OMNIMax was the outcome of the plan writing and practice management software designed for a leading, innovative financial practice.

OMNIMax are pioneers in Software as a Service (SaaS) for the financial services sector enabling users to reap the benefits of technology and engage effectively with clients.

OMNIMax have developed an extensive platform allowing advisory businesses to deliver scalable quality advice to clients via customisable off-the-shelf or bespoke solutions for KiwiSaver, Investment, Mortgage and Insurance advice. OMNIMax helps advisory firms automate and digitise their advice process by taking their products and services online, automating the advice process, increasing advisor efficiency and producing all the required documentation.

Currently deployed in USA, UK, India, Singapore, Thailand, New Zealand, Malaysia, South Africa, Ireland and Australia, OMNIMax offers a range of financial advice solutions and services from sophisticated web apps to client engagement tools and complete automated advice solutions.

In 2005 OMNIMax established a wholly owned subsidiary in India. In 2011 OMNIMax worked with leading system integrators Aurionpro Solutions Ltd & CMC Ltd (wholly owned by TCS Ltd) for the provision of enterprise solutions. Aurionpro deployed the OMNIMax financial plan writing solution at India’s second largest bank ICICI..

Save time, automate your processes, enable compliance and have great client conversations.

Jonathan Taylor
Jonathan TaylorOwner / Managing Director
Ewen Cameron
Ewen CameronFinancial Planning Systems Advisor
Benjamin Lyes
Benjamin LyesLead Software Developer
Sravani Atla
Sravani AtlaPlatform Customisation Specialist
Deepak Sharma
Deepak SharmaSoftware Developer
Megan Murdoch
Megan MurdochMarketing
Benjamin Bolton
Benjamin BoltonSoftware Developer
Shona Skilton
Shona SkiltonOffice Manager
Nitin K Manaktala
Nitin K ManaktalaCEO, Director OMNIMax India
Rohit Bhardwaj
Rohit BhardwajHead of Business Development - India

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