Unlock New Opportunities with OMNIMax’s KiwiSaver Advice Tool
KiwiSaver Adviser Tool streamlines the KiwiSaver advice process and helps financial advisers to deliver tailored KiwiSaver advice at scale. It automates key parts of the advice process and enables advisers to generate a Statement of Advice in under 10 minutes, significantly reducing the time and effort traditionally required.
KiwiSaver Adviser Tool streamlines the KiwiSaver advice process and helps financial advisers to deliver tailored KiwiSaver advice at scale. It automates key parts of the advice process and enables advisers to generate a Statement of Advice in under 10 minutes, significantly reducing the time and effort traditionally required.
About KiwiSaver Adviser Tool
KiwiSaver Adviser Tool...MORE»
Financial Advisers deserve fairness and value for money too.Thursday, May 1st, 12:07PM
How does this sound when buying your professional indemnity insurance: |
Shaping the future of advice: How NZFSG is empowering advisers in a changing regulatory worldThursday, April 17th, 10:31AM
As New Zealand’s largest network of financial advisers, NZFSG isn’t just keeping up with change — they’re leading it. With ongoing investment in cutting-edge technology and top-tier support, the network is helping advisers stay ahead of compliance requirements and build thriving, future-proof businesses. MORE» |
Streamline Your Investment Advice with OMNIMax’s New Investment Solution
OMNIMax has launched its latest workflow solution tailored for financial advisers: Investment Adviser Tool. Designed to enhance efficiency and improve client service, the solution incorporates insights from investment advisers to streamline essential processes.
MORE»Xceda adds another string to its bow
Reserve Bank licensed deposit taker Xceda is starting to broaden out its loan products offering.
MORE»New Zealand Equity Monthly October 2024
Start of rate-cutting cycle provides promising signs for New Zealand equities
MORE»Active or Passive? How about the best of both worlds
Passive investing revolutionised the investment management industry, which up until its advent, had been dominated by active fund managers who would generally employ market timing or security selection strategies aimed at outperforming the ‘market’.
MORE»NZFSG’s ‘MyInduction’ Programme: Setting advisers up for success
NZFSG has recently launched an innovative induction programme designed to help advisers new to the network thrive. The ‘MyInduction’ Programme equips advisers with the skills to navigate compliance and leverage NZFSG’s industry-leading technology, services, and support.
MORE»