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 |