The two companies have combined the Brokerpad Plannerpad tool, which automates the fact find process, and the Optimo Financial Pathfinder program, which offers assistance with providing compliant and customised financial strategies
Optimo and brokerpad release integrated platform for AMBITIOUS planners
Financial Advisers who seek to scale their businesses are often bogged down with low value, time consuming tasks. In order to scale they need to be able to reduce costs and leverage their time more effectively.
Brokerpad and Optimo Financial announced today that they have combined their technology platforms to automate low value tasks and to allow advisers to focus on their core strengths of giving clients the best possible financial outcomes.
Optimo Financial’s CEO, Hugh Bannister, said that one of the most common complaints of financial advisers is that they waste a lot of valuable time having to re-key data into different platforms.
Brokerpad’s digital tool, Plannerpad, automates fact find processes which includes collecting client information and documents. Brokerpad’s digital fact finds have proven to save between 2 and 6 hours per client, depending on the complexity of the information.
