Press Release: Optimo Pathfinder Updates Its Class-Leading Financial Modelling Software. Read More.

The Most Powerful and Versatile Financial Modelling Engine for Australian Financial Advisers

Optimise your clients cash flows to help them achieve maximum net wealth

If you just offer products, this software is not for you.

There has always been a gap in the Australian financial software market - until now.

Some software is able to model across different areas, but isn’t sophisticated enough to optimise them.

Pathfinder is the only product on the market that combines these two features into a single, powerful modelling software.

With the power of comprehensive optimisation, you show your value to your clients and save yourself from unnecessarily time-consuming calculations.

Core Benefits

Optimise Client Wealth

Our powerful optimisation engine projects client net wealth

Explore and Compare Options

Comparing scenarios simultaneously & seeing the outcomes lets you choose the right path

Present
Strategy

Eliminate costly feedback loops by presenting and developing your strategy in real time

How Pathfinder complements your tech stack

A financial modelling software trusted by financial service professionals

Here’s what your colleagues are saying.

"I completed a trial. It exceeded our expectations. The financial planning software was very simple to use, very intuitive, with a step-by-step approach."

Aureus FinancialJackson Millan

"Optimo pathfinder has proven to be an invaluable tool in our arsenal. It saves us heaps of time, improves accuracy with pinpoint precision--allowing us more confident strategy decisions that lead towards success for our clients!"

FinnaclePrashant Nagarajan

"The strengths of the product to me are that it’s user-friendly, intuitive, and does comprehensive financial modelling."

Wealth SeekersAdrian McPhee

"Optimo Pathfinder is easily the most advanced and most comprehensive strategy financial modelling software that I have found over the years, and I've tried most of them. I couldn't recommend Optimo Pathfinder more."

BMP AdvisoryLloyd Harris

Previous

Next

Latest News

Press Release: Optimo Pathfinder Updates Its Class-Leading Financial Modelling Software. Read More.

Five Ways Financial Modelling Software Keeps Communication Simple

Has COVID-19 changed financial modelling? Why efficiency and flexibility are key

What do clients look for in a financial advisor? 6 great traits that your clients will love