FEATURES AND BENEFITS
Stochastic fantastic.
More confidence. Less risk. Better outcomes.
Get the best possible future at your fingertips using our stochastic modelling and proprietary algorithm – this lets your client choose the level of confidence in projections (e.g. 95%), while traditional modelling only provides projections fixed at around 50%. More confidence and less risk means more money for both you and your clients.
- User-defined confidence level lets you drive
- Improve compliance with objective risk profiling
- Increase portfolio outcomes
Ultra-fast portfolio optimisation
We rapidly model potential outcomes thousands of times for up to 1,000 investment strategies to compare results at the chosen level of confidence.
- Demonstrate the value of your advisory services
- Help meet Best Interest Duty
- Lower your cost of advice
Simple and engaging
Our intuitive user interface is designed be used as either an adviser-led experience or a self-directed client tool for lead-generation or value-add. Both you and your clients will enjoy the combination of confidence and control.
- 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.
Highly configurable
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.
MODULES
Expand your market however you like.
Adviser-led
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.
Self-directed
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.
Current approaches to modelling client goals means investors may as well flip a coin. Openmarkets Advice is a powerful tool that provides much greater confidence to investors – and importantly, provides a much more engaging conversation between an adviser and their clients.
—Allianz Retire+
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Enterprise APIs
We've got your back (end).
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