OMNIMAX^TM Advice Map’s is a fully-featured professional plan writer. Those who have completed The Financial Health Check can share it with their adviser for uploading into OMNIMAX^TM Advice Map’s capacity to work through multiple scenarios enables to work through multiple scenarios enables the adviser to add significant value.

The chosen scenario can be aligned to appropriate product solutions, and this process creates an informed partnership built on knowledge and trust.

Result: Professionally satisfying for the Adviser and clarity for the client’s financial future.

OMNIMAX^TM Advice Map is a leading-edge Financial Plan Writing Tool facilitating the efficient delivery of full-featured financial planning advice.

Integrating with OMNIMAX^TM Financial Health Check turbocharges the planning process and builds good relationships and understanding of clients’ needs.

Sophisticated scenario modeling enables an analysis of the clients’ complex situations.

The advisory recommended solution can be presented to the client in the context of the alternatives, providing the “reason why”.

Features Include:

• Goal Mapping Across Resource Availability
• Goal Achievability Snapshot & Multiple Scenarios
• Investment Solutions Across Goals