Great things happen when innovation meets professional best practice.
Join the OMNIMax global financial community on the journey!
Established in 2002, OMNIMax Software Solutions Ltd was the outcome of the plan writing and practice management software designed for a leading, innovative financial practice. SBS Bank in New Zealand was one of the earlier adopters.
OMNIMax are pioneers in Software as a Service (SaaS) for the Financial Services sector enabling the advisory community to reap the benefits of the internet and engage effectively with their clients.
OMNIMax has a long reach into the global financial community with clients in the USA, New Zealand, Singapore, Thailand and India.
In 2005 OMNIMax established a wholly owned subsidiary in India to support the nascent Financial Planning and Advisory community. OMNIMax works with leading system integrators Aurionpro Solutions Ltd & CMC Ltd (wholly owned by TCS Ltd) for the provision of enterprise solutions. In 2011 Aurionpro installed OMNIMax Financial Plan Writing platform at India’s second largest bank ICICI.
Globally, compliance and legislation are driving best practice. OMNIMax facilitates compliance by embedding best practice as the DNA of the advice process; creating effective tools for the acquisition and retention of clients and the delivery of superior client-centric advice.
OMNIMax believes progress is driven by the feedback of the advisory community. The company has fostered an international community, as global colleagues seek to execute client-centric advice.