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OMNIMax

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. Currently deployed in USA, UK, India, Singapore, Thailand, New Zealand, Malaysia, South Africa, Ireland and Australia.

OMNICalc offers sophisticated web apps to interact with potential clients and generate leads for your business.

OMNIEngage enables visual demonstration of the value of your advice and seamless onboarding of new clients.

OMNIAdvice allows streamlining of your processes to produce concise statements of advice and reviews.

OMNIMax also offers managed solutions for the financial industry including advisor support services using the OMNIMax platform.

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

Website

https://omnimaxsoftware.com/

Contacts

info@omnimax.co.nz

https://www.facebook.com/omnimaxsoftware/

https://www.linkedin.com/company/290146

OMNIMax
  • OMNICalc
  • OMNIEngage
  • OMNIAdvice
  • Portfolio Management
  • Boxed Solutions
  • ROBOAdvice
OMNIMax

Companies that integrate with OMNIMax

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

FinaMetrica
Finametrica
FinaMetrica offers the Risk Tolerance Toolkit™ which incorporates a psychometric personal risk tolerance profile and supporting methodologies to help advisors and enterprises create lifelong relationships.
#Risk Profiling

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OMNIMax

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