Optimo Financial

Perform complex financial modelling with ease.

Optimo Financial is the provider of Optimo Pathfinder. A next generation financial modelling software designed specifically for Australian Financial Advisors. It has the incredible ability to run multiple scenarios for every case, save hours of manual compliance work, impress clients with quick turnaround times and ultimately increase Advisor profitability.

Optimo Financial’s principals, Hugh Bannister and Dr. Ken Stocks have used mathematical optimisation techniques to build financial models and provide advisory services to a wide range of Australian and international clients for over 30 years. In 2009, they looked at their own financial affairs and after learning about all the complex rules for super, tax and the pension, they realised it was another problem they could solve with optimisation. So they used their extensive experience in mathematical optimisation and long-term financial modelling to develop a financial strategy development software called Optimo Pathfinder.

Built for forward-thinking Australian financial services professionals, Optimo Pathfinder offers you a better way to provide more client value by augmenting your operations and revolutionising your approach. Pathfinder empowers financial teams to have more-informed client conversations that they’ll appreciate, with everything just a click away, from the latest changes in legislation to strategy updates, financial scenarios and more.

Visit website