Software provider says updated offering saves advisers ‘hours of number crunching’

The updated software is available to trial now.

Optimo Financial’s Optimo Pathfinder software has been updated in a boost for financial advisers.

The local software provider said Optimo Pathfinder was designed specifically for advisers to reduce the burden of complex calculations and to streamline the strategy-development process.

The software simultaneously evaluates multiple financial scenarios and considers thousands of variables using linear programming algorithms, while also keeping within legislation.


Optimo Financial CEO Michelle Bannister said Optimo Pathfinder enables advisers to provide high quality strategies and reports while also cutting the process time down.

“Our customers love this product because it saves them hours of number crunching,” Ms Bannister said.

“Getting to the best strategy faster means they can spend more time helping their clients understand the value of their advice.

“Our financial engineers are continually working to keep the software up to date with the latest changes in Australian legislation.

“We are confident our modelling software is the most comprehensive on the market.”

Software provider says updated offering saves advisers ‘hours of number crunching’
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Neil Griffiths

Neil Griffiths

Neil is the Deputy Editor of the wealth titles, including ifa and InvestorDaily.

Neil is also the host of the ifa show podcast.

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