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OMNIMax Professional

OMNIMax Professional - All you need to run a fee based business

OMNIMax Professional provides the tools that capture the added value for which clients are prepared to pay.

Client Management
Stores entities such as Individuals, Trust, Estates and Companies etc. Catagorise clients. E.g. prospect, third party etc. Recording of other associated contacts with clients accountant, lawyer. Storage of client notes Create client correspondence Client Journaling Use datamining to group clients under customisable categories. E.g. Gold, Silver, Golf etc. Create alerts that generate an email when due Mail Merge ability to automatically generate letters and emails to groups of clients Ability to incorporate existing Microsoft Word Document Templates Event Management Ability to brand all correspondence with company logo etc. Gather fact find information with Client Profiler
Plan Writing
	Customise your own Plan Documents Incorporate multiple research templates Incorporate multiple investment solutions Address multiple plan scenarios Plan output in Microsoft Word/HTML/PDF Record client goals and objectives Income expenditure and cash flow analysis Investment Plan Builder (either based on template or at the advisors discretion) Regular Savings Plan Life Planning Module Life Insurance Needs analysis Income Protection Medical Cover Critical Care Fire & General Estate & Tax Planning Send to back office feature Customizable Risk Profiling Incorporate your own Income Expenditure and Cashflow Analysis
Portfolio Management
Record transactions for all types of investments Fully searchable transaction event history Comprehensive portfolio reporting: Performance Valuation Transaction Capital in/out Ability to build multiple portfolios on different asset allocation templates Automatic creation of order/instructions for purchase/sell e.g. TAF Comprehensive fund reporting: Total holding under fund Maturity Dates Report output in HTML/Microsoft Word/CSV/XLS Bulk entry of transactions Automatic updating of product pricing. BSE, NSE & Mutual Fund Supports datafeeds from InvestmentLink, CAMS, Karvy, Franklin Etc. Ability to switch on client login to view own portfolio
Client Review
	Portfolio Rebalancing Automatic Invoicing Alerts Advisor when review is due Produce a customisable portfolio review document in Microsoft Word/HTML Compare allocation to benchmark profile Insurance Review
Insurance
Insurance Policy Register Reviews Reporting
Practise Management
	Monitor the progress of all invoices on the system Report on Advisor activity Ability to associate different roles with different users Assign users access to multiple advisors
Other Features
Internet based Supports multiple browsers. Internet Explorer, Moziller, Netscape Online flash tutorials Email & Telephone support Disaster Recovery Solution

OMNIMax Professional Pricing

Please contact us at sales@omnimax.co.nz for a quote.

OMNIMax Testimonials - Southland Building Society

“We have been using the OMNIMax software solution for our Financial Planning area for over three years. It has allowed us to develop a range of planning tools that can be accessed by our staff in a range of locations via the internet with the advantage of having all data and material centrally controlled.

Our team has also found the software easy and quick to use. Given the increased focus on compliance for our industry, both now and in the future, I believe that the OMNIMax Software Solution could be used by most financial practices in New Zealand to help build a strong compliance infrastructure as well as lift productivity.

I commend the system for your consideration.”

Graham Duston, Executive Director, Funds Administration New Zealand Ltd, Subsidiary of SBS