Optimo Financial offers high quality strategy development services. Using our unique Pathfinder software, we do the number crunching for you, so you don’t have to spend time and money learning new modelling programs. We can compare scenarios to show your clients the value of your advice and allow them to make informed decisions about different strategy options. We don’t have ongoing contracts, so you can keep your overheads low.
When you fill in our online Factfinder, our validations ensure that we have accurate and complete data at the start of the case, reducing the number of questions we need to ask you. We can customise defaults and assumptions, and Optimo Pathfinder has all the rules and legislation built-in so the strategy it produces is compliant.
Results are available both online and in well-presented PDF and MS Word documents, which we can customise to match your house style. The online results include a comprehensive set of reports and charts, and a sub-set of these are included with each strategy document. You can use the strategy document to put together your own SoA, or we can do this for you.
Sep 24, 2014
Today release of Pathfinder includes updates to FTB Part A and B and more...