OMNIMax the key to Fee Based Advice

OMNIMax provides the tools that capture the added value for which clients are prepared to pay. Whatever your role is in the wealth creation process OMNIMax has the solution for you.

 

Financial Planner

Goal Based - Holistic Planning

The paradigm has changed! Client's now need to see the 'value add' that the financial planner can provide... [more]

Nationwide Corporate

Centralised Compliance

Centralised compliance and cost effective rollout limits risk and facilitates nationwide expansion... [More]

Accountants

Portfolio Management Plus

OMNIMax gives accountants the tools to easily keep track of investments and do comprehesive income tax and FIF tax reporting... [more]

Insurance Agent

Create 'Sticky' Clients

Insurance agents can now secure sales through professional needs based analysis and capture 'sticky clients'... [More]

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