Pricing your way
Buy cases as you need them or go monthly for unlimited use
Monthly subscription
Unlimited cases for one user
$249
per user†
- No lock-in contract
- Add unlimited cases
Straightforward software designed to save you time
- Email support is included for purchases or subscriptions
- Check our full feature list before purchasing to ensure Pathfinder can solve your case
- Optimo Pathfinder can only be used by financial services professionals (financial planners, paraplanners etc)
- Cases are editable for 90 days after they are created for subscription cases (provided you have an active, paid subscription‡) and ‘Pay as you go’ cases.
All prices exclude GST
* A ‘case’ is the set of data in Pathfinder that corresponds to the modelling required to produce a piece of advice (e.g. strategy paper, SOA or ROA) you provide to a client. Multiple scenarios can be done in one case.
† A ‘user’ corresponds to a single individual who is responsible for providing financial advice to their clients.
‡ If you cancel your subscription, cases you added from your subscription will be locked even if they are less than 90 days old. If you reactivate your subscription, old cases that are less than 90 days old will become editable again.
