Explore the list of included features that make Optimo Pathfinder the best and most comprehensive financial strategy modelling choice for financial service professionals.
Smart, Simple User Interface
With many of the same steps as your typical client fact finder process, Pathfinder aligns with your current approach to provide a more streamlined experience for both you and your clients.
The results of Pathfinder’s unique optimisation process are laid out in a variety of simple yet detailed reports, all ready for client presentations on your terms.
Wide Scope of Modelling
Pathfinder can model a range of financial investments and instruments, including Assets, Liabilities, Superannuation, Retirement and Cash Flow for both singles and couples in one intuitive financial module for up to 20 years.