More confidence. Less risk. Better outcomes.
- User-defined confidence level lets you drive
- Improve compliance with objective risk profiling
- Increase portfolio outcomes
In 2017 we commissioned an independent review of our investment simulation and key calculations which was performed by KPMG.
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.
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.