Training | Optimo Pathfinder

New XY Adviser Podcast – 5 Part Series: Delivering Advice Differently. Listen Now


Support more clients, be more efficient and focus on what you do best

We offer training either through Zoom, Microsoft Teams or over the phone.

We are happy to give you an introduction to Pathfinder and how it can benefit your business.

In the demo we can give you a general overview or answer your specific questions.

Help Documentation

For help documetnation for Optimo Pathfinder access our knowledgebase here

Customer support

For customer support, please email us at