2. Submit your case
Within our Optimo Factfinder you enter all your clients' details including your proposed investment options and scenarios
3. Leave it with us...
Our Optimo Pathfinder software will use optimsation and a Dynamic Cash Flow Modeling technique to caclulate the best possible scenario for your client.
4. Download Results
After our Optimo Pathfinder Software has finished the optimisation process your results will be presented to you as a Strategy Paper, after your approval we can convert this into a Statement of Advice.