OMNIMAX^TM Professional

OMNIMAX^TM 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 OMNIMAX^TM 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