Optimo Pathfinder and Plannerpad and help docs

Overview

Using Plannerpad with Optimo Pathfinder reduces your data entry time. With Plannerpad, you can send a link to your clients so they can fill in their own data and upload relevant documents. Once you have checked the data is complete, you can upload the data to Pathfinder to create your strategy.

Quick links

If you don't have a log in for Optimo Pathfinder or Plannerpad, then you can sign up for both on a single form here: https://app.optimopathfinder.com.au/Plannerpath/Register

Optimo Pathfinder

Log in to Pathfinder: https://app.optimopathfinder.com.au/
Register for Pathfinder only: https://app.optimopathfinder.com.au/Account/Register
Pathfinder help documentation (you're already in it!)
- Optimo Pathfinder Help Docs; or
- Click the Help menu in the header of Pathfinder

Plannerpad

Log in to Plannerpad: https://secure.plannerpad.com.au/
Register for Plannerpad only: https://secure.plannerpad.com.au/auth/register
Plannerpad help documentation: once you log in to Plannerpad, click the Help menu on the header

Optimo Pathfinder Help pages

Getting started with Plannerpad and Optimo Pathfinder

Checking data imported to Pathfinder from Plannerpad

Mapping of Plannerpad fields to Optimo Pathfinder fields