Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

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.

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.

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Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

OMNIMax

Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.