How Pathfinder Works
About Optimo Pathfinder
About Optimo Financial
Strategy Development Services
Help and FAQ
Partners and API
Read about our product updates and other news.
PRESS RELEASE - Software providers Brokerpad and Optimo Financial have rolled out an integrated platform for advisers.
25 Sep 2020, 09:13
The two companies have combined the Brokerpad Plannerpad tool, which automates the fact find process, and the Optimo Financial Pathfinder program, which offers assistance with providing compliant and customised financial strategies
PRESS RELEASE - Optimo upgrades its platform with full SMSF capability
13 Aug 2020, 12:13
Financial Advisers using Optimo’s modelling platform Pathfinder can now use the full version of the SMSF’s modelling capacity when developing financial strategies.
NEWS: Pathfinder Update, Release PERON + COVID19 Changes
1 Apr 2020, 15:07
More options to control deposits and withdrawals in super funds. Choose how to keep a minimum balance in super. Choose whether or not to carry forward the unused concessional cap.
NEWS: Pathfinder Update, Release OXLEY
23 Sep 2019, 14:59
Compare scenarios more easily with our new charts and documents. Write notes once and use them in multiple documents. A library of new instructional videos.
NEWS: Pathfinder Update, Home Equity Loans in Pathfinder
5 Mar 2019, 14:54
Home equity loans are now supported in Pathfinder
NEWS: Pathfinder Update, Coloured Charts Added
14 Dec 2018, 12:31
Our charts are now in colour - this is our new standard. They are also in your Strategy Documents. Check them out - we're convinced you'll like them.
NEWS: Pathfinder Update, Release Mawson
9 Aug 2018, 13:20
This release is the first in a series where we will be improving the results documents.
PRESS RELEASE - Optimo Expands its Platform with SMSF Modelling
11 Apr 2018, 12:17
Optimo Financial has launched the latest version of its paraplanning software, Pathfinder, which includes SMSF modelling in Beta.
PRESS RELEASE: Great New Features Added to Optimo's Online Robo-Strategy Platform
12 Dec 2017, 18:13
Optimo Financial has today released a new version of its Pathfinder Online platform, which includes modelling options for Insurance Bonds.
We want your Feedback
17 Aug 2017, 09:07
The Optimo Team loves getting feedback. We share it with other team members, we print it off for future reference and sometimes it causes someone to run across the office just to give a high five.