Optimo Financial provides high quality holistic paraplanning services to financial planners who desire a higher level of service for their clients.
2. Submit your case
You can enter the date yourself through our online Factfinder or you can take advantage of our data entry service.
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. Receive your 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.