OMNIAdvice supports all stages of the advice journey from client discovery to on-going management and reviews, give your clients a complete picture including their goals and objectives. Streamline your processes, provide consistency of advice across your client base and output concise statements of advice and review documents that carry your brand.
The OMNIAdvice solution is scalable, customisable and built for advice businesses of all sizes and types. From KiwiSaver and investment to insurance and mortgage – let OMNIMax help you digitise your advice process and take your products and services online.