OMNIMax Software Solutions
As the KiwiSaver market increases advisers are searching for quicker, simpler, and more efficient ways of giving advice to adapt to this low fee-paying customer base, while still providing great advice and retaining investors as long-term clients.
To do this more advisory businesses are turning to software solutions, the result – less time spent analysing spreadsheets and entering data increasing an adviser’s ability to both serve clients and increase their client base.
KiwiSaver is not a big money-earner for many adviser’s, so it is quite important to have a process that is fast, efficient and repeatable. Software company OMNIMax have developed a platform dedicated to the KiwiSaver arena and their out-of-the-box KiwiSaver solution is a great way for advisers to get setup quickly and easily without having to outlay a large sum of money as with a lot of software solutions. The solution guides the adviser through the advice process from information gathering and assessment, to recommendations and generating a Statement of Advice document.
“I like how I can recommend any KiwiSaver fund and compare them easily, the solution saves me a lot of time and helps me add value to my clients” Adam Stewart, Director and Financial Adviser – Compound Wealth Limited
The solution allows the advisers client to provide their personal information, their income, assets, and goals, easily online and assesses their risk tolerance and preferences around ethical investing. The adviser can then review the information and begin to put together their recommendations, comparing from hundreds of KiwiSaver funds before generating a Statement of Advice, the whole process taking mere minutes instead of hours.
Ewen Cameron, Product Specialist at OMNIMax notes “The KiwiSaver product is simple but comprehensive, and it’s a completely repeatable process, so from a compliance perspective, all the advisers need to do is follow it step by step, and the advice process will be as per company policy every time.”
The OMNIMax Boxed KiwiSaver Solution starts at just $149/month for a single adviser so get in touch for your obligation-free demonstration.