OMNIMax Corporate

By: Omnimax  06-Dec-2011
Keywords: Financial Planning, Portfolio Management

An Innovative Solution

OMNIMax is a unique internet based platform that allows consistent delivery of Financial Planning. The capacity of OMNIMax is to host a wide range of templated scenarios, enabling delivery of services to different markets sectors from private banking clients to transaction retail distribution, all on the same platform.

OMNIMax’s software architecture, code languages and modular structure allows incremental development to meet the advisors needs/development. The overall code is flexible to incorporate ongoing changes to reflect market related needs.

OMNIMax is product neutral and facilitates all market propositions. Its unique innovation include product features * Comprehensive CRM and data mining/Prospecting.

  • Integrated with Journals, Correspondence, Events management features.
  • Complete Plan writing and Plan Reviews Mechanism
  • Portfolio Management (Investment, Insurance, Transactions, Event History – Audit Reviews, Report and Portfolio Rebalancing) capabilities.
  • Live Market Data to reflect Asset Classes
  • Complete Reviews features include (Product review, liquidity needs, auto journaling, portfolio valuation, performance and transaction reviews).
  • Centralised Documented Templates ( Research, Investment and Document, Risk Profile templates)
  • Absolute Audit of all client records
  • Centralized control and compliance.
  • Investment and insurance tracking reporting for every advisor.
  • 24/7 Internet solution.

OMNIMax is designed to build a nation wide franchisee network, of dispersed advisors using a robust, integrated platform to meet the needs of a client requiring Financial Planning and Wealth Management Advice.

Keywords: Financial Planning, Portfolio Management

Other products and services from Omnimax


OMNIMax Professional

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.


OMNIMax Life

The Life Insurance Industry is going through a phase of self validation and Financial Planning can closely overcome this issue by achieving a client centric approach. OMNIMax is a best practices financial planning platform which incorporates the best practices and principles of insurance planning. The brings a paradigm shift in the mindset of a Insurance Sales Agent, whom until now was working on just product sales.