Quickly roll out financial planning services with OMNIMax Corporate

OMNIMax Corporate allows you to host OMNIMax on your corporate servers and quickly configure and rollout web based financial planning services across your organisation.

OMNIMAXTM Advice Map

OMNIMAXTM Advice Map's is a fully featured professional planwriter. Those who have completed The Financial Health Check can share it with their adviser for uploading into Advice Map. TM OMNIMax Advice Map's capacity to work through multiple scenarios enables to work through multiple scenarios enables the adviser to add significant value.

The chosen scenario can be aligned to appropriate product solutions, and this process creates an informed partnership built on knowledge and trust.

Result: Professionally satisfying for the Adviser and clarity for the client's financial future.

OMNIMAXTM Advice Map is a leading edge Financial Plan Writing Tool facilitating the efficient delivery of full-featured financial planning advice.

Integrating with OMNIMAXTM Financial Health Check turbo charges the planning process and builds good relationships and understanding of clients' needs.

Sophisticated scenario modeling enables an analysis of the clients' complex situations.

The advisory recommended solution can be presented to the client in the context of the alternatives, providing the "reason why".

Features Include:

  • Goal Mapping Across Resource Availability
  • Goal Achievability Snapshot & Multiple Scenarios
  • Investment Solutions Across Goals
 

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