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.
, Portfolio Management