Streamline Your Investment
Insurance & Mortgage Advice

Engage online with great tools for
capturing & retaining clients

Scale your advice using
OMNIMax's cloud-based platform

  • Read more

    Engage Online

    Online fact-find & website pre-advice tools for Investment, Insurance & Mortgage advice and more.

  • Read More

    Advice Workflows

    Streamline your advice with customisable workflows for Investment, Insurance & Mortgage advice and more.

  • Read more

    Generate Referrals

    Generate new referrals from existing clients and affiliates. Collaborate with other professionals.

Engage with your website visitors

A great website sets you apart from your competitors

Allow your visitor to directly engage with you by adding a Financial Health Check to your website.

Read moreBack to top

Create great looking advice documents

Creating beautiful advice couldn't be any easier. Customise the look and feel of the AdviceMap plan to suit your practise.

Read moreBack to top

Get referrals

Generate new referrals from existing clients and affiliates. Collaborate with other professionals.

Read moreBack to top