tmmonline.nz  |   landlords.co.nz        About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds

NZ's Financial Adviser News Centre

GR Logo
Last Article Uploaded: Wednesday, April 21st, 6:39PM

Insurance

rss
Latest Headlines

Omnimax has new risk package

Omnimax Software Solutions has released a software package which it says will help risk advisers "offer greater value to their clients and to be better prepared for new legislation."

Wednesday, July 25th 2007, 5:08AM
"Risk advisers typically lack software tools to help their work with clients", Omnimax sales manager Shane Goldfinch says.

"The few tools previously available are typically tied to particular insurance products. Our customers asked us to develop a version of our successful financial planning software specific to risk advisors, with full flexibility of use by both risk advisor and insurance companies."

"Omnimax's personal Risk Management, Mortgage and Investment/Financial Planning software solution helps us meet our ongoing needs for client reporting", says Don Stewart of Stewart Financial Solutions. "We are excited about the role OMNIMax plays now and in the future to ensure that our business operates to best practice standards as well as the business being in the position to command a premium value at any time."

New legislation is due for introduction by the Minister of Commerce later this year to bring greater controls and more accountability to the financial planning industry. OMNIMax's 'absolute audit' capability will allow advisors to more easily meet these requirements. OMNIMax Life comes with a complete CRM package, and includes features such as Risk Portfolio Management, Risk & "Whole of Life" Cash-flow Planning, Reviews and reports in a variety formats and a comprehensive back-office workflow / work flow systems. It is a multi-lingual platform with English and Mandarin versions available.

« Tax treatment of income protect being debatedTower alters premiums »

Special Offers

Commenting is closed

 

print

Printable version  

print

Email to a friend
Insurance Briefs

nib helps protect future rugby stars
nib New Zealand has partnered with the Auckland Blues Super Rugby Aotearoa team to launch its nib Little Legends Little Smiles initiative, giving 1000 junior rugby players OPRO custom-fitted mouthguards – the same ones worn by the professionals.

Insurance professionals get time to shine
The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) has launched an initiative aimed at showcasing the success of insurance professionals.

Cigna retains high Financial Strength Rating
Cigna New Zealand has announced that A.M. Best has reaffirmed its Financial Strength Rating of A (excellent) and Long-Term Issuer credit rating of "a" - "with stable outlooks".

AIA adds more benefits to Vitality; Changes Airpoints

News Bites
Latest Comments
Subscribe Now

Cover Notes - Specific news aimed at risk advisers

Previous News
Most Commented On
About Us  |  Advertise  |  Contact Us  |  Terms & Conditions  |  Privacy Policy  |  RSS Feeds  |  Letters  |  Archive  |  Toolbox
 
Site by Web Developer and eyelovedesign.com
x