Shaping the Future of Financial Advice: An Interview on OMNIMax’s Investment Adviser Tool
Financial advisers need to deliver clear, and client-friendly advice. OMNIMax has developed Investment Adviser Tool to make that process more efficient while improving the client experience.
Jonathan Taylor, Product Manager at OMNIMax, answers questions about what prompted the Tool’s creation, how it works, and who it's suited to.
What prompted OMNIMax to create Investment Adviser Tool?
Jonathan: The main driver was the need for investment advisers to move beyond just recommending a product and instead provide clients with a holistic view...MORE»
Show Clients the Future, Not Just the Numbers: Meet OMNIMax’s Projection ToolMonday, September 8th, 8:51AM
OMNIMax’s new Projection Tool is built for, a visual, interactive way to show how a client’s KiwiSaver, investment, or both could grow over time, and the difference your advice makes in reaching their goals. MORE» |
The benefits of outsourcing Virtual Assistants can’t be ignoredMonday, September 8th, 4:37AM
Wealthpoint head of strategy and growth, Mark Nalder, explains the benefits to advisers of outsourcing administrative tasks. MORE» |
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.
MORE»Financial Advisers deserve fairness and value for money too
How does this sound when buying your professional indemnity insurance:
No-strings-attached quotes, no need to sign yourself over to a new broker just so you can get a price, complete clarity and transparency around policy wording and fees, and premiums that will be around 10%-15% lower than the low rates we negotiated last year?
Shaping the future of advice: How NZFSG is empowering advisers in a changing regulatory world
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.
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