Why Advisers Choose Us
Proven Track Record
Over 23 years delivering SaaS solutions purpose-built for New Zealand’s financial services industry.
Widely Trusted
From solo advisers to nationwide advice networks and banks, we power digital advice solutions for businesses of every size.
Deep Expertise
Our team brings decades of experience across financial services, software development, and digital transformation.
Robust Technology
Hosted on Microsoft Azure, our solutions deliver high availability, robust security, and seamless performance.
“We see the OMNIMax team as leaders in their field. Their expertise was crucial in soundboarding ideas, collaborating on design, and ensuring the successful implementation of the new Navigator.”
Ryan Wilson – BNZ
Pre-built Adviser Tools
Save time and reduce errors by using an Adviser Tool to automate your financial advice and review process
Streamline your Fact Find, Statement of Advice, Authority to Proceed and Reviews in a secure digital environment.
Adviser Tools are available for:
- KiwiSaver
- Investment
- KiwiSaver plus Investment
- Projection Tool
Pre-built Website Tools
Engage your website visitors with an interactive Website Tool
Our Website Tools embed into your website and allow your website visitors to make selections based on their situation, to generate charts and analysis of their future situation or a risk profile.
Website Tools available:
- Online Fact Find
- Risk Profile
- KiwiSaver Calculator
- Investment Calculator
Custom Solutions
Design a custom solution to match your advice process
We can build a solution for you from scratch or we have a library of existing features that we can customise for you, including:
- Fact Find
- Questionnaires
- Modelling tools
- Disclosure
- Statement of Advice
- Reports
- Provider application
- Advice process
- Review process
“We’ve greatly reduced the time associated with each client due to the automation and digitalisation of our workflows.”
Michael Taylor – Strategic Financial Planning
