OMNIMax delivers a holistic view of client investments, enabling managers to deliver a faster, more accurate service throughout the Financial Planning Process, and management of Client Risk Profile, Goals Achievability and Asset Allocation and Financial Review & Rebalancing.

OMNIMAXTM Professional

OMNIMAXTM delivers a holistic view of client investments, enabling managers to deliver a faster, more accurate service throughout the Financial Planning Process, and management of Client Risk Profile, Goals Achievability and Asset Allocation and Financial Review & Rebalancing.

Portfolio  Management

  • Comprehensive portfolio reporting
    • Performance
    • Valuation
    • Transaction
    • Capital in/out
  • Dynamic creation of portfolio based on asset allocation
  • Ability to build multiple portfolios on different asset allocation templates
  • Automatic creation of order/instructions for purchase/sell
  • Comprehensive Tax reporting
  • Comprehensive fund reporting
  • Total holding under fund
  • Maturity Dates
  • Report output in HTML/Microsoft Word/CSV/XLS
  • Ability to email or create a mail merge to all clients associated with a fund
  • Bulk entry of transactions : Dividends/ Splits and Bonus Shares
  • Automatic updating of product pricing. BSE &NSE, Mutual Funds Data, NAV
  • Supports Reporting in Multiple Currencies
  • Supports data feeds from Karvy CAMS Templeton etc
  • Ability to switch on client login to view own portfolio

Online Software as a Service solution, integrates with OMNIMAXTM Advice Map.

Portfolio Review and Rebalancing

  • Review :Investment Returns and % in terms of Asset Allocation
  • Review : Goals : Costs, Time Frame and Priority
  • Review : Insurance : Coverage and Risk
  • Document Changes to the above and advice and action steps
  • A mini - Financial Plan Output
  • Regular Reporting : Portfolio Returns/Valuation/Capital Gains/Asset Allocation Report

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