Financial strategy modelling software which makes it easy to create projections for your clients

Use Optimo Pathfinder to create holistic and comprehensive financial strategies, run multiple scenarios and projections up to 20 years. 

Pathfinder is good for your business

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Efficient

Pathfinder is easy to use, therefore you get your results faster, reducing set-up and training time for you and your team.

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Built-in legislation

When legislation changes, you don’t need to update anything. We update Pathfinder when changes are passed in parliament.

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Consistent

Pathfinder takes on a holistic approach when creating strategies, you don't need to fiddle with the numbers to 'make it work'. This makes the modelling process less prone to human error and gives you consistency time and time again.

Pathfinder is good for your clients

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Focus on goals

Our robust financial modelling algorithm lets you focus on your client’s goals while Pathfinder crunches the numbers for you.

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Compare scenarios

Compare the outcomes of different short-term and long-term goals to help your clients make an informed decision.

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Present great results

Help your clients understand the benefits of your advice with clearly written results and great looking charts.

Comprehensive strategies made easy

Pathfinder’s easy-to-use interface has a powerful modelling algorithm behind it.

In a single strategy, Optimo Pathfinder’s modelling covers:
  • Individuals and couples
  • Assets and loans
  • Cash flows
  • Insurance
  • Superannuation 
  • SMSFs

 

  • Saving for expenses and goals
  • Saving for retirement
  • Income in retirement
  • Tax estimation
  • Family Tax Benefit and Age Pension estimates
  • 20-year projections

 

Click here to view the full list of modelling options.

For more complex cases, such as Trusts and Companies, we can model them for you with our Strategy Development Service.
Click here to find out more about our Strategy Development Services.

How it works

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