Business Details
17 Years
experience
Trusted Financial Modelling Software for Strategic Advisers
Optimo Financial was founded by Hugh Bannister and Dr Ken Stocks, seasoned mathematical modellers with over 30 years of combined experience in financial and energy modelling. Our team developed Optimo Pathfinder to address the gap in Australian financial software by combining comprehensive modelling and optimisation into a single solution. With a focus on mathematical precision and strategic innovation, we empower financial advisers to deliver high-quality, evidence-based advice that prioritises client wealth outcomes. Our software streamlines compliance, reduces manual workloads, and enhances client engagement through dynamic strategy presentations. Backed by continuous updates to reflect legislative changes, our tools ensure accuracy and relevance in an evolving financial landscape.We collaborate with industry partners to integrate Pathfinder into existing tech stacks, offering API solutions and marketplace partnerships to maximise efficiency. Our commitment to excellence is demonstrated through client testimonials highlighting time savings, improved accuracy, and the software's intuitive design. By prioritising user feedback and maintaining rigorous technical standards, we help advisers focus on strategic decision-making rather than data entry. Our mission remains to democratise access to advanced financial modelling tools, enabling advisers to deliver optimal outcomes for their clients.
Services
Financial Modelling Software
Wealth Optimisation
Scenario Comparisons
Strategy Presentations
API Integration
Client Strategy Development
Tax Modelling
Cash Flow Analysis
Legislation Updates
Custom Assumptions
Details
- Year established: 2009
Highlights and features
- Over 30 years of mathematical modelling expertise from founders
- Advanced optimisation engine for maximum net wealth projections
- Saves time with automated calculations and scenario comparisons
- User-friendly interface with intuitive strategy development
- Comprehensive financial modelling covering tax, super, and assets
What people say
Saves heaps of time
User-friendly
Comprehensive financial modelling
Improves accuracy
Advanced strategy tool
Services
Financial Modelling Software
Optimo Pathfinder combines cash flow projections with mathematical optimisation to create tailored financial strategies. Advisers can model complex scenarios involving superannuation, tax rules, and investment properties while ensuring compliance with Australian legislation. The software's algorithm identifies optimal pathways to maximise client net wealth over time.
Wealth Optimisation
Pathfinder's proprietary engine calculates optimal financial strategies by analysing thousands of variables simultaneously. Advisers can test different scenarios for loan repayments, super contributions, and asset management to determine the most effective approach for each client's unique circumstances and long-term goals.
Scenario Comparisons
The platform enables side-by-side comparison of multiple financial strategies through interactive charts and reports. Advisers can demonstrate the projected outcomes of different approaches to clients, facilitating informed decision-making while maintaining legislative compliance throughout the analysis period.
Strategy Presentations
Pathfinder generates professional strategy papers with visualisations that explain complex financial concepts clearly. Advisers can conduct interactive client meetings using real-time modelling adjustments, securing client buy-in before finalising formal statements of advice.
API Integration
The platform offers input and output APIs for seamless integration with CRM systems and document management tools. Advisers can automate data transfers between Pathfinder and other platforms, reducing manual entry errors and streamlining workflow efficiency across their technology ecosystem.
Questions
What is Optimo Pathfinder?
Pathfinder is a financial modelling software that combines cash flow projections with mathematical optimisation to help advisers create optimal wealth strategies for clients.
How does the free trial work?
Register for a 14-day free trial without credit card requirements. During the trial, you can create and test multiple financial scenarios with full software functionality.
Can I customise assumptions in the software?
Yes, users can modify default assumptions for asset returns, interest rates, and economic factors. Organisations can request customised assumption databases for consistent advisory outcomes.
How does Pathfinder handle legislative changes?
The software automatically incorporates passed legislation affecting financial planning. Updates are implemented promptly and documented in release notes accessible to all users.
Is there client review functionality?
Yes, advisers can request case copies for client reviews. Our support team ensures updated background data is applied when reusing previous financial models for ongoing client relationships.
Can I integrate Pathfinder with other systems?
Pathfinder offers API connections for data import/export and integrates with the Roar marketplace. Contact our support team to establish custom integrations with your existing technology stack.
