PRESS RELEASE - Software providers Brokerpad and Optimo Financial have rolled out an integrated platform for advisers. | Optimo Pathfinder

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

PRESS RELEASE – Software providers Brokerpad and Optimo Financial have rolled out an integrated platform for advisers.

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.

Read the full Press Release here.

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