Optimo News
Five Ways Financial Modelling Software Keeps Communication Simple
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
Has COVID-19 changed financial modelling? Why efficiency and flexibility are key
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.
What do clients look for in a financial advisor? 6 great traits that your clients will love
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
PRESS RELEASE: Optimo Pathfinder updates it’s class leading financial modelling software
The next generation of financial modelling is here. Optimo Pathfinder has been designed specifically for financial advisers to reduce the burden of complex financial calculations
Financial adviser numbers are in the red: what this means for the future of your industry
The number of financial advisers in Australia has been steadily declining in recent years. If you are currently planning to leave, or reconsidering studying to
UPDATE – Pathfinder now supports Term Deposits and Australian Bonds
You can now model directly owned fixed interest assets in Pathfinder Pathfinder now supports Term Deposits and Australian Bonds We You can now model directly
UPDATE – Pathfinder now supports Annuities and Fixed Interest in SMSFs
You can now model annuities and fixed interest in SMSFs in Pathfinder Pathfinder now supports Annuities and Fixed Interest in SMSFs In Pathfinder, you can
NEWS – 2020/21 Budget Update
New Tax Rules Are Implemented NEWS: New Tax Rules Are Implemented What does this mean? On the 9th of October 2020, the following changes to
Five Ways Financial Modelling Software Keeps Communication Simple
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
Has COVID-19 changed financial modelling? Why efficiency and flexibility are key
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.
What do clients look for in a financial advisor? 6 great traits that your clients will love
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
PRESS RELEASE: Optimo Pathfinder updates it’s class leading financial modelling software
The next generation of financial modelling is here. Optimo Pathfinder has been designed specifically for financial advisers to reduce the burden of complex financial calculations
Financial adviser numbers are in the red: what this means for the future of your industry
The number of financial advisers in Australia has been steadily declining in recent years. If you are currently planning to leave, or reconsidering studying to
UPDATE – Pathfinder now supports Term Deposits and Australian Bonds
You can now model directly owned fixed interest assets in Pathfinder Pathfinder now supports Term Deposits and Australian Bonds We You can now model directly
UPDATE – Pathfinder now supports Annuities and Fixed Interest in SMSFs
You can now model annuities and fixed interest in SMSFs in Pathfinder Pathfinder now supports Annuities and Fixed Interest in SMSFs In Pathfinder, you can
NEWS – 2020/21 Budget Update
New Tax Rules Are Implemented NEWS: New Tax Rules Are Implemented What does this mean? On the 9th of October 2020, the following changes to
