Access the power of Optimo Financial’s Pathfinder industry-leading
strategy development software in 4 simple steps.

1. Request a login


You and your staff will receive a login to our online Optimo Factfinder.

Register here

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 calculate 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.

Optimo Financial provides high quality financial strategy development services to financial planners who desire a higher level of service for their clients.