OMNIMax
HQ Address
69 Corsair Dr, Level 1, Wigram, Christchurch, Canterbury 8042, New Zealand
Website Address
Business introduction
Simplifying Your Financial Advice
We build solutions that enable you to focus on what matters – supporting your clients on their financial journey
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 so OMNIMax was born.
What began as a purely software offering has evolved over the years as cloud-based solutions became the norm. Now, we specialise in developing custom SaaS solutions that help financial services providers improve their productivity and gain more time to focus on supporting their clients on their financial journey. We also offer a range of pre-built solutions that have been developed to suit the needs of financial advisers.
21 years after we began, we continue to help to simplify financial advice and empower financial services professionals.
OMNIMax Solutions
OMNIAdvice
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. Easily......
business needs
- Business Intelligence & Practice Management
- Client Communications & Reporting
- Client Engagement & Management
OMNIEngage
OMNIEngage is a tool designed to aid financial advisors in sales, allowing quick demonstration of the value of your advice based on a clients selections. Engage current and prospective clients visually with in-depth charts and analysis, based around your products and solutions, and collect their information to follow-up. We have templates available for......
business needs
view solutionOMNIMax ROBOAdvice
Are you interested is operating under a Roboadvice license? With OMNIMax ROBOAdvice our algorithms can auto suggest outcomes based on your advice workflows using the financial products and providers that you select. OMNIMax is experienced in Roboadvice licensing and has previously been through the FMA process as a technology provider....
