Optimo introduces robo platform

Optimo introduces robo platform

Optimo Financial is releasing its online financial modelling solution for advisers as it aims to make the provision of goals-based advice more seamless.

The Optimo Pathfinder personal finance modelling system is now available to dealer groups, financial advisers and paraplanners, using an algorithm developed with a goal orientated approach.

In a statement, Optimo said the solution will optimise clients’ financial strategy to best achieve financial and life goals, accounting for tax and superannuation legislation, family tax benefits, the Age Pension and a host of other factors including the client financial status to develop its strategies.

Optimo Financial chief executive Hugh Bannister said: “We believe there is a market niche for advisers whose clients are skeptical of the quality of advice offered to them by banks and other robo-advice platforms, whose focus is directing their clients into products.”

Bannister added that the tool, which has been continuously developed and refined, is capable of dealing with most situations and can be used while interacting directly with clients.


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Source: Optimo introduces robo platform | Financial Standard

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