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.
About KiwiSaver Adviser Tool
KiwiSaver Adviser Tool is a cloud-based solution that saves time, simplifies compliance, and improves efficiency.Save time: pre-built workflows and document templates give advisers more time to spend with clients, generate leads or work on other high-value tasks.
Simplify compliance: digital client signoffs, document templates, secure data storage, disclosure links, and provider and fund information are all built into the solution and help advisers to meet compliance requirements.
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