One of the boldest thought-leaders of the Australian financial planning industry is about to change the face of the financial planning industry, with new technology that offers holistic and automated financial planning, in real time!
Optimo Financial will today launch the Public Beta online version of its paraplanning and modelling software, Optimo Pathfinder Online. This is one software update no financial adviser can afford to ignore. For the first time, financial advisers will be able to provide their clients with a comprehensive, full-financial roadmap with up to twenty-year projections, in a couple of minutes.
Current financial planning software and robo-advice platforms focus on asset allocation. The financial strategy is still a manual exercise and open to the biases of the adviser or paraplanner. There are often multiple modules of data entry which deliver second best results because they miss the “big picture”. Optimo Pathfinder Online changes all of that, offering a 24/7 system that allows financial advisers and paraplanners to deliver comprehensive strategic financial advice to clients within minutes.
Using a robust and sophisticated algorithm developed by Optimo Financial’s founding principals, Hugh Bannister and Dr. Ken Stocks, Optimo Pathfinder Online provides a strategy which is calculated holistically rather than in separate modules. It deals with tax, super, family tax benefits, the age pension and a host of other issues to meet the client’s lifestyle and financial goals.
“This is the sort of shift in paraplanning that financial advisers have been waiting for,” says Optimo Financial CEO, Hugh Bannister. “For too long advisers have relied on cumbersome, manually driven or multi-module software programs and third-party paraplanning services. With Optimo Pathfinder Online, we can provide financial advisers and paraplanners with excellent service, in real time, at any time, backed by our industrial-strength optimiser and patented algorithm.”“Optimo Financial’s focus has always been to provide solutions for advisers to be able to work faster and more effectively. Optimo Pathfinder Online puts this capability at your fingertips. There is nothing else like it on the market.”