A simple software solution for complex financial modelling
Pathfinder financial planning software reduces the manual back-office time spent on financial strategy modelling, so you can help your clients meet their goals and make your business more profitable.
Easy step-by-step interface
Optimo Pathfinder financial modelling software helps evolve your financial practice and earn more revenue through better client conversations and more comprehensive financial solutions.
A client-driven financial modelling software.
Optimo Pathfinder allows you to focus on what you do best, so you can build stronger client relationships, provide well-informed financial advice and improve the overall experience.
Make financial strategy modelling work for you.
Optimo Pathfinder’s quick and easy to use financial modelling software allows you to create comprehensive financial strategies and run multiple scenarios and projections up to 20 years.
Free your time to focus on what matters most.
Optimo Pathfinder is designed to align with your processes and is flexible to adapt to your procedures, so it easily integrates into your tried and tested method.
For financial advisers, good communication with your clients is just as important as the advice itself. If your client leaves a consultation not comprehending your
Now that society is recovering from COVID-19, it is a poignant time to reflect on how it has affected consumer needs in the finance industry.
Do you often wonder what clients are looking for in a financial adviser, and whether you meet the criteria? If so, read on to learn