How Pathfinder Works
A simple, streamlined process that generates comprehensive results for your clients, improves your financial strategy modelling efficiencies and expands your capacity.
Straightforward software designed to save you time
Pathfinder revolutionises the way that you provide advice to your clients – offering a quick and simple platform to determine the optimal financial strategies for their needs, based on their current situation.
Five simple steps
Future client reviews made simple.
If your client returns for a review, simply contact your Optimo Financial support team to copy the previous year’s case data to a new case, so you can update it with the latest data and continue modelling.
Welcome to a better way.
With Pathfinder, providing high-quality financial advice is as easy as it gets, allowing you to focus on your clients and achieve their financial goals.