OMNIMax Help Manual‎ > ‎Back Office‎ > ‎


In this section the providers for your practice are entered into your database.  Providers are the fund providers.  A provider can be a stock exchange (listings), a fund manager, a financial security issuer (debentures), etc.

You can choose whether to self populate this database or to use the OMNIMax central database.

In this section you can:
  • Search for a provider by name.
  • Create a new provider by selecting Add New Provider.
  • View a provider’s details by clicking View Provider Details or by clicking the provider’s name.