Optimo Financial Pty Ltd

Financial Services - Crows Nest, NSW, AU

Optimo Financial Pty Ltd Employees
Svetlana Lazareva

Senior programmer/MIP modeler

Contact Svetlana Lazareva

Contact All Optimo Financial Pty Ltd Employees
Optimo Financial Pty Ltd Details

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

Optimo Financial Pty Ltd logo, Optimo Financial Pty Ltd contact details
Employees: 20 - 49
HQ:
Location: Crows Nest, NSW, AU
Revenue: Not Available
Software Strategy Development Para-planning Financial Planning Services Paraplanning Financial Advice Services Fintech
Optimo Financial Pty Ltd Technologies
Email Providers

Outlook

Marketing Automation

Hubspot

Email Delivery

Sendgrid

Other

Microsoft Office 365

Hosting

Flywheel

View All Technologies Used At Optimo Financial Pty Ltd
Connect with Optimo Financial Pty Ltd Executives and Employees

Optimo Financial Pty Ltd is a leading financial services company based in Australia. If you're looking for contact information for Optimo Financial Pty Ltd, you've come to the right place. At ConnectPlex.ai, we provide accurate and up-to-date contact information for businesses across the globe. Our cutting-edge AI technology ensures that our data is always current and reliable, so you can be sure that you're getting the most accurate information possible. Whether you're looking to get in touch with Optimo Financial Pty Ltd's customer service team or want to contact their corporate office directly, we've got you covered. At ConnectPlex.ai, we understand the importance of having access to accurate contact information for businesses. That's why we've dedicated ourselves to providing the most comprehensive and up-to-date contact information available. Our database contains contact information for millions of companies across the globe, including Optimo Financial Pty Ltd. With our easy-to-use platform and powerful search tools, you'll be able to quickly and easily find the contact information you need to connect with the people who matter most to your business. Try ConnectPlex.ai today and see how we can help you take your business to the next level.

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.

Contacting Optimo Financial Pty Ltd: Connect with Executives and Employees

Get in Touch with Optimo Financial Pty Ltd Executives and Employees

Connecting with Optimo Financial Pty Ltd's Executives and Workforce

Accessing Contact Information for Optimo Financial Pty Ltd Executives

Connecting with Optimo Financial Pty Ltd: Reach Out to Their Team

Discover How to Contact Optimo Financial Pty Ltd Executives and Staff

Looking to connect with Optimo Financial Pty Ltd executives or employees?

Seeking to Get in Touch with Optimo Financial Pty Ltd Executives or Staff?

Want to Reach Out to Optimo Financial Pty Ltd Executives or Team Members?

In Search of Contact Details for Optimo Financial Pty Ltd Professionals?

Connecting with Optimo Financial Pty Ltd: Contacting Executives and Staff

Browse companies
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z