Building a fully custom system can feel out of reach for many financial advice businesses. For large firms, an easier and more efficient way is to start with a proven base and customise from there. OMNIMax offers this by combining their Pre-built Solutions with custom development, giving larger advice businesses a way to create a system that reflects how they work.
Start With a Proven Foundation
OMNIMax’s Pre-built Solutions are designed around a common advice workflow – fact find, Statement of Advice, client authorisation and reviews. For enterprise firms, an OMNIMax Custom Solution allows parts of this workflow, outputs, and user experiences to be tailored to their specific needs.
For Strategic Financial Planning, this meant creating a solution that supports its client-first approach while handling complex portfolios. Working closely with OMNIMax, they developed a customised workflow and Statement of Advice that align with their review and portfolio management process, allowing advisers to assess investments and present recommendations in a format consistent across the business.
Customise Around Your Advice Model
No two advice businesses are the same. Differences in client types, operational processes, and service models all shape how advice is delivered.
OMNIMax allows large firms to modify existing functionality or build new features, such as:
- Custom fact finds and questionnaires
- Tailored Statements of Advice
- Bespoke modelling and projections
- Review workflows and reporting
Strategic Financial Planning customised their solution to include a dedicated fund database for the investments they commonly use. Advisers can access all fund information in one place, make portfolio adjustments as needed, and record those changes directly in the system. Built-in digital approval workflows ensure each change is approved efficiently, maintaining compliance while keeping clients informed.
Built for Integration and Scale
Custom solutions need to work within an existing ecosystem. OMNIMax supports integration via APIs, allowing data to flow between platforms, reducing the need for advisers to manually update data. For Strategic Financial Planning, their integration with NZX Wealth Technologies enables market data to flow directly into their system, helping their advisers work more efficiently.
As enterprise advice businesses grow, an OMNIMax Custom Solution can evolve alongside them. New features, workflows, or reporting tools can be added without rebuilding the system from scratch, allowing the software to scale with the business.
Technology That Supports Ongoing Development
OMNIMax Custom Solutions are built using modern web technologies, including the React framework, and hosted on Microsoft Azure. This combination allows for:
- Faster updates and feature enhancements
- A modular structure that supports future customisation
- Scalable performance with secure data management as business needs grow
A Practical Approach to Custom Advice Technology
Fully bespoke systems can offer flexibility but also a higher cost and long development timeframes. For enterprise firms, starting with a pre-built solution and customising it provides a faster launch, proven advice frameworks, and the ability to adapt the system over time.
For enterprise-size advice businesses aiming to improve efficiency, deliver consistent advice, and support growth, an OMNIMax Custom Solution is a practical and scalable option.
Interested in learning more about OMNIMax Custom Solutions?
Get in touch with Greg at sales@omnimax.co.nz or 027 419 4003, or visit the OMNIMax website.