How it works

Step 1

CREATE CLIENT FILE

In Plannerpad, add a new client, send a secure link to the portal, where they can enter their information and upload the documents you requested.

Step 2

RECEIVE THE FINANCIAL DATA

Receive notification by email when the client has finished. All data and documents will be compiled ready for review.

Step 3

PUSH YOUR DATA TO PATHFINDER

Push the financial data from Plannerpad to Pathfinder in preparation to start the modelling in Pathfinder.

Step 4

START THE MODELLING

Explore various financial options, duplicate a scenario and make changes to it.

Step 5

RECEIVE THE RESULTS

Run your scenarios in real-time and review and compare the outcomes.

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Pricing

Plannerpad Pricing

We charge a monthly fee which includes a features listed below. Monthly subscriptions are charged upfront and per month only.

Pathfinder Pricing

We charge on a per case basis, there are no ongoing fees or charges. Prices start from $100 per case. Package pricing are available. for more information on pricing visit: optimofinancial.com.au

Plannerpad

$ 99 Per Month

- Fast, easy-to-use CRM to collect and manage client information.
- Automated online Fact Find for clients, with Smart Forms.
- Automated document collection system.
- Documents downloaded into zip file and file renaming capability.
- Personalize your Plannerpad account with your own colours and images.
- Add your own personalized intro video.
- Your contact details on every page.
- Your logo and portrait on every page.
- Automatic generation of detailed client PDF report.
- Integration with Optimo Pathfinder.
- Eliminate manual data entry to Optimo Pathfinder with a single click of a button.
- Uploads client data to Optimo Pathfinder ready to create financial strategies.

Get started for FREE

Pathfinder

$ 100 Per Case

- Create comprehensive, holistic financial roadmaps
- Create unlimited number of scenarios in real-time and compare the outcomes
- produce 20 years of modelling in minutes
- Includes all tax law and Superannuation legislation.
- Use Pathfinder to optimise your clients' financial situation.
- Automatically generates detailed Strategy Documents.
- Includes extensive reporting which can be used for your SOA
- Use year-by-year action items and use as tasks to follow up with your clients
- Includes extensive data validations to help you cover everything needed
- Includes smart tools like easy Age Lookup
- Australia's most comprehensive optimisation process

Get started for FREE

About Plannerpad

Plannerpad is a secure digital platform that gives Financial Planners the ability to collect client information and documents in the background. It allows them to focus on giving more value to clients while eliminating low value tasks.

Plannerpad's user friendly online forms make it easy for clients to give you their information and because the information is online, you can review it with them remotely before meeting in person. Smart forms expand to cater for the simplest to the most complex financial situations. It means that clients don’t need to wade through fields that are not relevant to them. Easy set up allows you to start using it in your business within 15 to 20 minutes.

Plannerpad is connected to Optimo Pathfinder therfore eliminates double data-entry and massively reduces the time needed to put together financial strategies.

The first meeting then becomes far more productive and saves everyone time.

Plannerpad is developed by Datapad whose digital fact finds have proven to save between 2 and 6 hours per client, depending on the complexity of the information.

About Pathfinder

Pathfinder is an online financial strategy development and optimisation platform, using an industrial grade optimiser and its patented algorith to work out the best strategy within minutes.

The algorithm has all the government and Superannuation rules built-in so the strategy not only keeps within these rules but takes best advantage of them. The optimiser performs millions of calculations and moves funds dynamically to test the outcome of each decision, year-by-year, it will find the best path to reach the client’s goals and maximise their financial outcome.

The mathematical optimisation within Pathfinder produces high quality financial strategies consistently and efficiently.

A further advantage of Pathfinder’s optimisation process is that it covers all aspects of the clients’ specific situation.

The strategy is calculated holistically, rather than in separate modules. It works out each strategy based on the specific input data to create a tailored strategy and does not follow trends or biases. Pathfinder takes the guesswork out of strategy development.