Omnimax Advice Software & Solutions
Homepage http://www.omnimaxsoftware.com
LinkedIn Profile https://linkedin.com/company/omnim***e-solutio***
HQ Location
New Zealand , Canterbury, ChristchurchRichter House 31 Kiteroa Place Christchurch, Canterbury 8022 New Zealand
OMNIMax provides and develop holistic tools to meet Global Financial Planning needs and maximise the power of the Internet. Currently deployed in USA, UK, India, Singapore,Thailand, New Zealand, Malaysia, South Africa, Ireland, Australia. OMNIMax has been supported by New Zealand Trade and Industry. Global roll out continues. Email for info. Facilitators required for non -English speaking countries.
Facilitates online collaboration between Financial Services Professionals, Accountants and Lawyers.
Core client data can be collected online through a themed Client Engagement (e.g Financial Health Check) which provides the client with a Statement of Position whilst, the same data is used to provide professional solutions to meet a clients specific needs. Data can also be shared across professionals working with the same client at the clients request. e.g. Financial Planning, Estate Planning, Business Succession, Pre Nuptials, Divorce Settlements, Mortgage / Loan Applications, Personal Risk Management etc.
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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