We are Optimo Financial, a financial services company, and we’d like to make you aware of a financial planning software application and strategy development service that we have recently launched.
We have developed a financial planning strategy development tool called Optimo Pathfinder. This software application has been designed to generate the best strategic outcomes for advisers and their clients. Based upon an individual’s circumstances Pathfinder finds the one, true optimal solution using proven, but extremely advanced, mathematical optimisation. The original strategy generated can be further refined to take into account additional individual preferences.
Pathfinder ensures that in just a few minutes each individual case is carefully analysed and checked for compliance where it might otherwise take an expert or highly experienced financial planner many hours to complete this task. Furthermore, Pathfinder may suggest strategies that would be unlikely to be canvassed by even the most experienced planner.
Optimo's Pathfinder software can also dramatically improve a client's situation as seen in the below graph and in examples on this website.
In the “examples” section you will see a number of cases where we have taken an individual and the sound financial advice that they have received from financial planning experts. We have put it through our Optimo Pathfinder™ software application to come up with an even better outcome. We think that you will be impressed, so why not give us a call or send us an email to find out more about what Optimo Financial can do for your clients in your financial planning business.
Contact us to arrange a meeting so that we can help you to better serve your clients and better direct your company’s precious resources. It will yield the optimum outcome for your client and for your business.
We look forward to hearing from you.