Optimize Goals™
Financial Services - New York, New York, United States
Optimize Goals™ Employees
Optimize Goals™ Details
Optimize Goals™ is a Major Performance Reporting and Financial Planning Software Company founded in 2009 and based in New York City. Our software will help you Attract New Assets, Increase your Productivity, and ultimately Grow your Business!Welcome to Optimize Goals™ Products and ServicesPERFORMANCE AND FEE REPORTINGComprehensive Performance ReportsSimple Fee and Billing ReportsDaily Data ReconciliationBenchmark ComparisonCost Basis TrackingAd Hoc and Batch ReportsCOMPREHENSIVE FINANCIAL PLANSCost-based & Goals-based PlansUnlimited Scenario AnalysisSync and Consolidate Client DataClient Document Storage VaultOpportunity ReportsPlan Forwarding and SharingPORTFOLIO PROPOSALS AND ANALYTICSEasily Compare Risk, Return, and Fee MetricsInstantly share your proposal Online between your clients for their feedback, and approvalCreate and Monitor Model Portfolios across multiple client accountsIN-DEPTH INVESTMENT RESEARCHUnbiased Research, Rankings, and Opinions Proprietary Stock and Fund Rankings using the Optimize Ranking™ SystemBroad Market Coverage - Research on more than 20,000 mutual funds and stocksCONNECT WITH YOUR CLIENTS IN AN ENTIRELY NEW WAYIncreased Brand Awareness through uploading your Firm's LogoConstant Visibility to your Clients through easy to use Messaging Links Highly Effective Prospecting Tool to show prospects up front your value
