OMNIMax Software Solutions
HQ Address
Richter House, 31 Kiteroa Place, Christchurch, Canterbury 8022, New Zealand
Website Address
Business introduction
OMNIMax is an independant developer of cloud-based financial advice software & solutions. We provide comprehensive solutions to connect & visually engage with clients anywhere
Comprehensive Financial Advice - Made Easy! 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.
OMNIMax offers a range of financial advice solutions and services from sophisticated web apps to client engagement tools and complete automated advice solutions.
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 Software Solutions 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....
