Goal Based - Holistic Planning
The paradigm has changed! Clients now need to see the 'value add' that the financial planner can provide.
OMNIMax Professional is designed for the needs of the Indian financial planning community and is currently in use by practicing professionals across India.
With OMNIMax Professional you have a complete business platform capturing the six steps of financial planning.
- Fast Data Capture
- Risk Profiling Tools
- Cost effective Plan Creation
- Monte Carlo Profiling
- Powerful Portfolio Review Tools
- Portfolio Management Tools
- Objectivity & Fee capture
- Leveraging your business
OMNIMax Testimonials
“When I set up my Financial Planning practice in the year 2007 under the banner of Optima Financial Solutions Pvt Ltd, among other aspects where I was seeking guidance for, identifying the right technology for my practice was my top most priority. Luckily one of my friend introduced me to Omnimax. Mr Nitin was kind enough to fly down to Chennai to give me a personal demo and a trail period offer. On complete navigation of the software, I was amazed with the plan writing capability and the elegant report generating style. This is one software which integrates all the essential features viz. CRM, Planning writing and Portfolio maintenance, required for Financial Planning practice. The user friendly aspect and the comprehensive feature of the software is a result of several years of R&D and practical knowledge of the Founder. I would strongly recommend Omnimax for any Financial Planner who is keen to start off and build a successful practice.”
A P Vasudevan, CFP, Optima Financial Solutions Pvt Ltd
"We as an education provider are using this software regularly and found that Omnimax is the best software for the Financial Planner. Students learnt a lot by this software,Now they are making plan with best option (basically need analysis).They are using it efficiently according to the risk appetite of the client. Its demo plan is really very good to teach the students.Moreover there are number of options for making plan.Therefore we prefer and suggest to Financial Planner as well as to the students for the use of this software."
Neelkamal Bhardwaj, Head Operations, BIFM, New Delhi
“I am an initial user of OMNIMax and am still getting a hang of what all I can get from the software. It certainly is a helpful tool for all those who make goal-based financial plans for their clients. I would recommend it to all those who are keen on making a proper and systematic presentation of a financial plan to their clients.”
Manish Jain, CFPCM , Gurgaon
Using OMNIMax has been a delightful experience, it is probably one of the very few systems that integrates financial planning, portfolio reporting, client data collection, portfolio review, even client interaction journals, client documentation, invoicing all in one place. The best part is that the tech support promptly answers all queries. The planners time is devoted to meeting clients and planning instead of running ten different processes.
S. Shankar, Sr. Advisor & Partner, Credo Capital, Chennai