The OMNIMAXTM Financial Health empowers Prospect Client by creating a statement of their position. Goal mapping across Resource availability. Educative content alerts them to associate issues and highlights the questions that require professional advice. An Informed Client and Competent Advisor will establish a long term trusting relationship.
The OMNIMAXTM Financial Health Features
Client Management
- Wizard driven and intuitive
- By Advisory invitation or from Website
- Goal Achievability Snapshot
- Life Cash-flow mapping
- Fine-grained inputs capturing complex real-life situations
- Alerts to areas where risk mitigation applies
- Option to integrate with FinaMetrica Risk Profiling tool
Online Software as a Service solution integrates with OMNIMAXTM Advice Map.
