For Financial Advisers, Paraplanners, Finance Brokers and Accountants.

Use Optimo Pathfinder for your financial modelling and strategic advice processes.

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Create comprehensive, holistic financial strategies in minutes.

Optimo Pathfinder is very suited to use in front of your clients, giving you an advantage of giving them immediate strategic advice.

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Simple, yet comprehensive

Pathfinder has the same steps that you see in a normal factfind but with extensive data validations to ensure your data is complete and correct.

Build your scenarios, the smart way

For each item in your case Pathfinder has a set options you can click that give you the flexibility to create the most appropriare strategy for your clients.

Detailed results, easy to understand

Get an overview of the results with strategy summery in plain English and action items for every year of the analysis, is available online and in documents.

How it works

Set up the case

Enter your client's financial details. Make decisions on existing assets and liabilities.

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Define your Scenarios

Explore financial goals, duplicate a scenario and make changes to it.
 

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Receive the Results

Run your scenarios in real-time, review and compare the outcomes.
 

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Try it yourself!
Register here and receive a free case

(no credit card needed - case valid for 30 days)

ROBUST MODELLING Pathfinder can quickly model strategies for a wide range of customer needs, using its unique optimisation process. It performs literally millions of calculations and moves funds dynamically to test the outcome of each decision, year-by-year.
CREATE HOLISTIC FINANCIAL ROADMAPS Say goodbye to disconnected modules! Other platforms and sites use separate modules or calculators. Pathfinder takes on a holistic approach and will find the optimised outcome to suit your client's goals and objectives.
HAVE YOUR RESULTS IN MINUTES Why wait for your results? Pathfinder produces 20 years of modelling in minutes. With one click your results can be processed into a Strategy Paper or use our extensive reports to add them to your SOA.
EXPLORE DIFFERENT GOALS Life is more than just one plan. When will your clients be able to buy their dream home? How much will they have when reaching retirement? Can they afford this long desired around-the-world trip? Use Pathfinder to create multiple scenarios and compare the outcomes.
KEEP YOUR OVERHEADS LOW How much are you spending on plan-preparation? With Pathfinder you don't pay ongoing subscription fees but only pay for what you use. Did we mention pricing starts at $100 per case?
PATHFINDER DOES THE MATHS Are you still fiddling with Excel? Pathfinder has flexibility you need to create the best financial strategy for your clients. You simply enter the appropriate lifestyle and strategy options and leave it to Pathfinder to do the numbers for you.
FLEXIBLE OPTIONS With our series builder, you can change input values year-by-year. For example, if you want to change interest rates over the next few years you just need to enter the new values in the year the change should happen.
SAVE TIME ON PLAN PREPARATION Are you still spending hours on your plans? When using Pathfinder you simply fill out your client's details and Pathfinder does the rest. Our platform has all government legislation and tax rules built-in, Pathfinder aims to maximise wealth creation and minimise tax payments.
SMARTS BUILT-IN For each item in your case, Pathfinder has a set of options you can click that give you the flexibility to create the most appropriate strategy for your clients. When you see the robot icon, it means Pathfinder can optimize for you.

What others say about Pathfinder

Testimonials

  • "It makes you look like you spent hours on doing something which only takes minutes to do"
    – L.H. - Financial Adviser
  • "This does some heavy calculations. You won’t believe it until you see it!"
    – J.P. - Paraplanner

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Try it yourself!
Register here and receive a free case

(no credit card needed - case valid for 30 days)