List of OMNIMax Portfolio Management Customers
Canterbury, 8042,
New Zealand
Since 2010, our global team of researchers has been studying OMNIMax Portfolio Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased OMNIMax Portfolio Management for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using OMNIMax Portfolio Management for Portfolio and Investment Management include: Bank of New Zealand, a New Zealand based Banking and Financial Services organisation with 5541 employees and revenues of $2.20 billion, Amicus New Zealand, a New Zealand based Insurance organisation with 40 employees and revenues of $4.0 million, Strategic Financial Planning New Zealand, a New Zealand based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using OMNIMax Portfolio Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The OMNIMax Portfolio Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Amicus New Zealand | Insurance | 40 | $4M | New Zealand | OMNIMax | OMNIMax Portfolio Management | Portfolio and Investment Management | 2025 | n/a |
In 2025 Amicus New Zealand implemented OMNIMax Portfolio Management in the Portfolio and Investment Management category to automate KiwiSaver and adviser workflows across New Zealand’s finance and wealth function. The deployment focused on adviser-facing processes to reduce administrative overhead and accelerate KiwiSaver advice delivery nationwide.
The OMNIMax Portfolio Management implementation configured modules for automated fact-finds, fund comparison engines and Statement of Advice generation, with portfolio reporting and management capabilities inferred from the vendor case details describing automated reporting and fund comparison. Configuration centralized advice document generation and automated data capture to remove manual steps in the adviser workflow.
Operational integration connected the OMNIMax solution into advice workflows, enabling an end to end flow from client fact-find through fund selection to Statement of Advice issuance, and supporting portfolio reporting use cases within adviser teams. Scope of use covered advisers delivering KiwiSaver advice across New Zealand, with the system supporting core finance and wealth business functions.
Governance shifted routine adviser tasks into system-driven workflows, altering handoff and approval points for advice generation and reporting. The vendor reports 60 to 70 percent time savings for advisers, and Amicus documented substantial reductions in adviser administration and faster KiwiSaver advice delivery.
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Bank of New Zealand | Banking and Financial Services | 5541 | $2.2B | New Zealand | OMNIMax | OMNIMax Portfolio Management | Portfolio and Investment Management | 2023 | n/a |
In 2023 Bank of New Zealand implemented OMNIMax Portfolio Management within the Portfolio and Investment Management category, delivering an adviser and retail banker facing upgrade to the BNZ KiwiSaver Scheme Navigator. The deployment targeted frontline wealth and KiwiSaver conversations to support personalised fund recommendations and adviser engagement workflows.
The OMNIMax Portfolio Management implementation leveraged OMNIMax’s framework including Monte Carlo modelling to provide scenario based projections and to inform recommendation logic. Functional capability workstreams centered on personalised fund recommendation engines, customer scenario modelling, and adviser workflow automation that supports finance and wealth teams.
Delivery was executed in collaboration with Bank of New Zealand across BNZ’s New Zealand operations and went live in 2023 according to the vendor case study. Operational scope emphasized BNZ KiwiSaver Scheme Navigator users within wealth and retail banking channels, embedding the application into adviser facing processes.
The vendor case study indicates the upgrade was intended to improve customer outcomes and to strengthen frontline wealth and KiwiSaver processes, with governance structured as a joint BNZ and OMNIMax delivery to align product configuration and adviser workflow changes.
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Strategic Financial Planning New Zealand | Banking and Financial Services | 10 | $1M | New Zealand | OMNIMax | OMNIMax Portfolio Management | Portfolio and Investment Management | 2025 | n/a |
In 2025, Strategic Financial Planning New Zealand implemented OMNIMax Portfolio Management as a bespoke OMNIMax solution to support regular investment reviews, a client portal, and investment tracking. The OMNIMax Portfolio Management deployment addresses Portfolio and Investment Management needs for a small advisory firm of about 10 employees, aligning system capability with the firm s investment and wealth management workflows and client engagement objectives.
Configuration centered on a client portal for secure document sharing and client access, automated finance and portfolio review workflows that schedule and track review tasks, and investment tracking capabilities to consolidate holdings and performance views. These functional areas reflect typical Portfolio and Investment Management capabilities including review automation, consolidated portfolio views, and client reporting used to standardize the review cadence.
Operational coverage unified advisory, client servicing, and portfolio administration functions within the firm, streamlining regular review processes across client accounts in New Zealand. The case study does not specify external system integrations, indicating the rollout was scoped primarily to the firm s advisory and operations teams.
Governance changes focused on embedding automated review workflows into advisor processes and using the client portal as the principal engagement channel during reviews. The vendor case study reports improved review efficiency and client engagement, with OMNIMax reporting up to 50% time savings per client.
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