OMNIMax Professional

By: Omnimax  06-Dec-2011
Keywords: Financial Planning

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

Keywords: Financial Planning

Other products and services from Omnimax


OMNIMax Corporate

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 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.


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.