Optimo News
Property Case Study: Tom and Rita
This case study showcases modelling property-related strategies in Pathfinder, and introduces our latest feature of making exact borrowings on loans (instead of strictly optimising). Select this sample case data at the ‘Start’ step of your case to see how each scenario is modelled!
Our top tips for using Pathfinder in front of your clients during a strategy discussion meeting
What is a strategy presentation meeting? A strategy presentation meeting typically happens after you have completed the fact find and before you start work on
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
Property Case Study: Tom and Rita
This case study showcases modelling property-related strategies in Pathfinder, and introduces our latest feature of making exact borrowings on loans (instead of strictly optimising). Select this sample case data at the ‘Start’ step of your case to see how each scenario is modelled!
Our top tips for using Pathfinder in front of your clients during a strategy discussion meeting
What is a strategy presentation meeting? A strategy presentation meeting typically happens after you have completed the fact find and before you start work on
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