Optimo Financial

Optimo Pathfinder is a financial modelling and strategy development platform for financial advisers. With Pathfinder you can create comprehensive, holistic financial strategies with up to 20 year projections.

The modelling platform covers:

  • Cash flow modelling
  • Saving for future expenses
  • Loans
  • HECS/HELP debt repayments
  • Tax estimations
  • Investments
  • Centrelink estimations
  • Superannuation investing
  • Salary sacrificing
  • Compulsory and voluntary Super contributions
  • Transition to retirement (TTR) pensions
  • Account based pensions

Self Managed Super Funds and other more complex strategies can be modelled through a premium Strategy Development Service.

 

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Self Managed Super Funds and other more complex strategies can be modelled through a premium Strategy Development Service.

 

End User Advice Process Steps Benefits Cost per user per annum Time Saving per client Cost saving per client
Planners Scoping of advice
Goal identification
Assessing finances
SoA Preparation
Review
Process efficiency
Engagement uplift
Time saving
Cost to serve reductions
Works on a modelling number of cases scenario.  That is packages from a single use through to 25 uses for $2000 1-3 hours $501 – $1000

 

Integration Website embedding White labelled System prerequisite Single sign on Data Storage
None Yes Yes Web based – need Google Chrome browser No Client data

 

Privacy Standards Limits on use Disaster recovery and business continuity plans AFSL approval
Client data is stored within Australia on Optimo’s owned servers No Yes Unknown

 



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