OMNIMax Signs Agreement With Medical Assurance Society To Develop Custom Advice Solution

OMNIMax, a leading provider of SaaS solutions for the financial services industry, has signed an agreement with Medical Assurance Society (MAS) to develop a custom advice solution for use across its network of advisers.

The agreement is structured as a three-year partnership, delivered in two stages.

Stage one will focus on building a custom Investment and KiwiSaver advice solution. This will be developed using OMNIMax’s existing Investment and KiwiSaver framework, then adapted to meet MAS’s specific requirements, including alignment with MAS advice processes and API integration with internal systems. Stage one will be delivered in late 2026.

“MAS is a well-established organisation with a strong focus on supporting its Members, and we are excited to be working with them,” said Greg Hansen, General Manager of OMNIMax. “The solution we’re building will support how their advisers work, streamlining their day-to-day processes and improving overall efficiency.”

Stage two will extend the solution to include insurance advice, further supporting MAS Advisers by enabling them to manage Investment, KiwiSaver, and insurance advice within a single solution.

“OMNIMax represents a critical step forward in how we deliver advice at MAS,” said Matt Harvey, Chief Distribution and Marketing Officer at MAS. “It sits at the heart of our broader Advice at MAS initiative, within our wider transformation programme, helping us embed our advice standards directly into how advice is delivered, documented, and governed.

MAS is excited to be working with OMNIMax on this next phase of its advice capability. OMNIMax is a key enabler. It works alongside our Advice Framework and governance processes to lift quality, consistency, and confidence across the business.

“OMNIMax enables more consistent, high-quality advice experiences for our Members, while giving our advisers the structure and support they need to focus on what matters most – meaningful conversations and trusted relationships.

“This is not about technology for its own sake. It is about building a scalable advice model that strengthens oversight and confidence across the business, supports our growth, and ultimately protects the trust our Members place in us every day,” said Matt.

About OMNIMax

OMNIMax was founded in 2002 and develops SaaS solutions for the financial services industry.

What began as a purely software offering has evolved over the years as cloud-based solutions became the norm. Now, we specialise in developing custom SaaS solutions that help financial services providers improve their productivity and gain more time to focus on supporting their clients on their financial journey. We also offer a range of pre-built solutions that have been developed to suit the needs of financial advisers.

24 years after we began, we continue to help simplify financial advice and empower financial services professionals.

About MAS

MAS is a New Zealand mutual, helping professionals protect what matters most and grow their financial future. Offering expert advice, trusted insurance, and investment solutions, its 100% Member-owned model helps people protect their wealth and plan with confidence through:

• General insurance: covering home, contents, vehicles, and more
• Life, income, and commercial insurance: supporting personal and professional needs
• Investment options: including the MAS KiwiSaver Scheme and MAS Investment Funds

Medical Funds Management Limited is the issuer and manager of the MAS KiwiSaver Scheme and MAS Investment Funds. A PDS for each Scheme is available at mas.co.nz.

MAS is a licensed financial advice provider. Our financial advice disclosure statement is available by visiting mas.co.nz or by calling 0800 800 627.

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