Article tagged with 'OMNIMax'
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Show Clients the Future, Not Just the Numbers: Meet OMNIMax’s Projection Tool
08 Sep 2025 - OMNIMax’s new Projection Tool is built for, a visual, interactive way to show how a client’s KiwiSaver, investment, or both could grow over time, and the difference your advice makes in reaching their goals.
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Unlock New Opportunities with OMNIMax’s KiwiSaver Advice Tool
19 May 2025 - KiwiSaver Adviser Tool streamlines the KiwiSaver advice process and helps financial advisers to deliver tailored KiwiSaver advice at scale. It automates key parts of the advice process and enables advisers to generate a Statement of Advice in under 10 minutes, significantly reducing the time and effort traditionally required.
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Streamline Your Investment Advice with OMNIMax’s New Investment Solution
10 Feb 2025 - OMNIMax has launched its latest workflow solution tailored for financial advisers: Investment Adviser Tool. Designed to enhance efficiency and improve client service, the solution incorporates insights from investment advisers to streamline essential processes.