Openmarkets Advice | The smartest goals-based financial planning tool.

Advice

Keep the coin toss on the footy field.

Our stochastically modelled, goals-based advice tech lets you rapidly project the future thousands of times for hundreds of investment strategies, while optimising client outcomes at user-selected confidence levels. Our engaging interface helps put your clients’ best future at your fingertips.

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.

Standalone or integrated

Highly configurable

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.

Get in touch

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.

Advice

Stochastic fantastic.