Skip to main content

Optimo Pathfinder User Help Documentation

Optimo Pathfinder is a strategy projection tool for Australian Financial advisers.

This help documentation has everything you need from getting started to learning more advanced features. You can use the search bar, above, or browse the topics, below.

If you don’t have a Pathfinder log in, you can register for a trial here.

Getting started

Getting Started Guide

This guide is a good place to start if you have never used Pathfinder before. It will show you how to enter data and review your results.

Suggested approach for modelling a case in Pathfinder

This approach will walk you through setting up a basic cash flows scenario, and help you work out your recommended scenario.


JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.