More confidence. Less risk. Better outcomes.
- User-defined confidence level lets you drive
- Improve compliance with objective risk profiling
- Increase portfolio outcomes
Ultra-fast portfolio optimisation
- Demonstrate the value of your advisory services
- Help meet Best Interest Duty
- Lower your cost of advice
Simple and engaging
- Improve client engagement
- Initial engagement and ongoing reviews
- Lead generation and referral opportunities
Standalone or integrated
Use on its own or as part of a best-in-breed suite of tools including a CRM and SoA generation to further improve compliance, reduce errors and increase your advice efficiency. Shiro or Voltron? Either way you’ll be cool.
Assumptions, inputs, outputs, documents and even the user interface can be customised to put your unique project and brand front and centre. Or keep our pink flowers for that ‘not-your-usual-advisor’ look.
Optimise your clients
Increase your market size or home in on your niche by choosing from simple portfolio value or whole of life financial projection and optimise to confidence level, legacy, retirement income and more.
Expand your market however you like.
When incorporated into your advice process, OM Advice improves client outcomes, client engagement, compliance and efficiency. Also, host a version on your website for great client engagement and lead generation.
Looking to extend your market by serving the 80% of Australians who currently do not get advice? Talk to us about how we could help you offer simplified, self-directed, low-cost advice to a huge untapped market segment.
Enterprise API integrations
Use our APIs to integrate with your client database and perform regular advice reviews automatically and create more engagement and contact with (and value from) your clients. Click here for developer information.