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OMNIMax Corporate

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.

An Innovative Solution

OMNIMax is a unique internet based platform that allows consistent delivery of Financial Planning. The capacity of OMNIMax is to host a wide range of templated scenarios, enabling delivery of services to different markets sectors from private banking clients to transaction retail distribution, all on the same platform.

OMNIMax’s software architecture, code languages and modular structure allows incremental development to meet the advisors needs/development. The overall code is flexible to incorporate ongoing changes to reflect market related needs.

OMNIMax is product neutral and facilitates all market propositions. Its unique innovation include product features * Comprehensive CRM and data mining/Prospecting.

Integrated with Journals, Correspondence, Events management features.
Complete Plan writing and Plan Reviews Mechanism
Portfolio Management (Investment, Insurance, Transactions, Event History – Audit Reviews, Report and Portfolio Rebalancing) capabilities.
Live Market Data to reflect Asset Classes
Complete Reviews features include (Product review, liquidity needs, auto journaling, portfolio valuation, performance and transaction reviews).
Centralised Documented Templates ( Research, Investment and Document, Risk Profile templates)
Absolute Audit of all client records
Centralized control and compliance.
Investment and insurance tracking reporting for every advisor.
24/7 Internet solution.

OMNIMax is designed to build a nation wide franchisee network, of dispersed advisors using a robust, integrated platform to meet the needs of a client requiring Financial Planning and Wealth Management Advice.

Client Management
Stores entities such as Individuals, Trust, Estates and Companies etc. Catagorise clients. E.g. prospective, third party etc. Recording of other associated contacts with clients accountant, lawyer. Storage of client notes Create client correspondence Client Journaling Use datamining to group clients under customisable categories. E.g. Gold, Silver, Golf etc. Create alerts that generate an email when due Mail Merge ability to automatically generate letters and emails to groups of clients Ability to incorporate existing Microsoft Word Document Templates Event Management Ability to brand all correspondence with company logo etc. Gather fact find information with Client Profiler
Plan Writing
	Customise your own Plan Documents Incorporate multiple research templates Incorporate multiple investment solutions Address multiple plan scenarios Plan output in Microsoft Word/HTML/PDF Record client goals and objectives Income expenditure and cash flow analysis Investment Plan Builder (either based on template or at the advisors discretion) Regular Savings Plan Life Planning Module Life Insurance Needs analysis Income Protection Medical Cover Critical Care Fire & General Estate & Tax Planning Send to back office feature Customizable Risk Profiling Incorporate your own Income Expenditure and Cashflow Analysis
Portfolio Management
Record transactions for all types of investments Fully searchable transaction event history Comprehensive portfolio reporting: Performance Valuation Transaction Capital in/out Ability to build multiple portfolios on different asset allocation templates Automatic creation of order/instructions for purchase/sell e.g. TAF Comprehensive fund reporting: Total holding under fund Maturity Dates Report output in HTML/Microsoft Word/CSV/XLS Bulk entry of transactions Automatic updating of product pricing. BSE, NSE & Mutual Fund Supports datafeeds from InvestmentLink, CAMS, Karvy, Franklin Etc. Ability to switch on client login to view own portfolio
Client Review
	Portfolio Rebalancing Automatic Invoicing Alerts Advisor when review is due Produce a customisable portfolio review document in Microsoft Word/HTML Compare allocation to benchmark profile Insurance Review
Insurance
Insurance Policy Register Reviews Reporting
Practise Management
	Monitor the progress of all invoices on the system Report on Advisor activity Ability to associate different roles with different users Assign users access to multiple advisors
Other Features
Internet based Supports multiple browsers. Internet Explorer, Moziller, Netscape Online flash tutorials Email & Telephone support Disaster Recovery Solution