Financial Services - Crows Nest, NSW, AU
Optimo Pathfinder is a financial modelling and strategy development platform for financial advisers. With Pathfinder you can create comprehensive, holistic financial strategies with up to 20 year projections in minutes.Our platform is well suited to financial advisers who want to give their clients:* Holistic and long term strategies,* Strategy papers with clear action items, charts and tables,* Modelling of multiple scenarios for comparison.To get started simply register online access through www.optimofinancial.com.au
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Optimo Financial Pty Ltd is a financial services company located in Crows Nest, Australia. They offer a financial modelling and strategy development platform called Pathfinder, designed for financial advisers to create comprehensive and holistic financial strategies for their clients. With Pathfinder, advisers can project up to 20 years into the future and provide clear action items, charts, and tables to help their clients achieve their financial goals. Optimo Financial's platform is suitable for advisers who want to provide long-term, holistic strategies for their clients, and compare multiple scenarios. The platform is user-friendly, and advisers can register and access it online through the company's website. Optimo Financial is a growing company in the fintech industry, and their platform has gained popularity among financial advisers in Australia.
Optimo Pathfinder is a tool that helps financial advisors create plans for their clients' money. It makes it easy to create a complete plan that looks at everything and shows what will happen over the next 20 years. This tool is good for advisors who want to give their clients a clear plan with things they can do, charts, and tables. They can also use it to compare different options. To start using it, go to the Optimo Financial website and sign up.