Financial strategy modelling software which makes it easy to create projections for your clients. Use Optimo Pathfinder to create holistic and comprehensive financial strategies, run multiple scenarios and projections up to 20 years. Pathfinder is easy to use, therefore you get your results faster, reducing set-up and training time for you and your team.
Pathfinder takes on a holistic approach when creating strategies, you don't need to fiddle with the numbers to 'make it work'. This makes the modelling process less prone to human error and gives you consistency time and time again. Our robust financial modelling algorithm lets you focus on your client's goals while Pathfinder crunches the numbers for you.
Pathfinder takes on a holistic approach when creating strategies, you don't need to fiddle with the numbers to 'make it work'. This makes the modelling process less prone to human error and gives you consistency time and time again. Our robust financial modelling algorithm lets you focus on your client's goals while Pathfinder crunches the numbers for you.
Services
Optimo Financial's principals, Hugh Bannister and Dr. Ken Stocks, began business life as mathematical modellers. For over 30 years they have used mathematical optimisation techniques to build energy and financial models and provide advisory services to a wide range of Australian and international clients including major banks, regulators and government policy advisers.
Optimo Financial grants you the right to access and use the services via the website with the particular user roles available to you according to our agreements. This right is non-exclusive, non-transferable, and limited by and subject to this agreement. Optimo Pathfinder is developed for, and only be used by, financial services professionals (financial planners, paraplanners etc),.
Pathfinder has the same steps you see in a normal fact find, and has extensive data validations to help ensure that your data is complete and correct. Our smart series builder lets you change values year-by-year for anything from cash flows to voluntary super contributions. Pathfinder's flexible modelling options easily build a strategy to fit your clients' goals.
Optimo Financial's Strategy Development Service (SDS) is a paraplanning service where our trained analysts can create strategies that are too complex to be completed within our online platform. Typically, cases that require the SDS are more complex and include more complex structures such as Trusts or Companies, or less common modelling, such as foreign resident tax rates.
Email us at support@optimofinancial.com.au, this will automatically create a support ticket and we will reply ASAP. Optimo Pathfinder is web-based software that allows you to develop comprehensive financial strategies. For more details on what features can be included and modeled in Optimo Pathfinder, download the Features List HERE.
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