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
Advisers

Scope

Goals

SOA

 

Process and engagement efficiency. SOA production efficiency. Works on a modelling number of cases scenario.  That is packages from a single use through to 25 uses for $2000 1-3 hours Assessed at below $1000 per client.

 

Integration Website embedding White labelled System prerequisite Single sign on Data Storage
None Yes Yes Cloud based No Data stored on Optimo servers

 

Privacy Standards Limits on use Disaster recovery and business continuity plans AFSL approval
Available on website Based on case scenarios purchased Yes Unknown