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
Financial Advisers using Optimo’s modelling platform Pathfinder can now use the full version of the SMSF’s modelling capacity when developing financial strategies.
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.
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.
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.