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Subscription FAQs

How do subscriptions work?

Optimo Pathfinder subscriptions are charged quarterly and entitle the user to add and edit an unlimited number of cases during their paid subscription period. If you cancel your subscription, then, when your subscription ends, you can no longer add cases or edit the cases you added during your subscription.

Within a subscription there can be two types of log ins:

  • Adviser logins:

  • ‘Adviser’ logins can add cases and their name appears as the ‘Adviser’ in downloaded results documents. An organisation can have multiple adviser logins.

  • If your login paid for a subscription, it is an adviser login

  • An individual should have an adviser log in if they are responsible for giving advice to clients and they use Pathfinder data to help create that advice (either because they use Pathfinder themselves, or their support staff use Pathfinder on their behalf)

  • One of the adviser logins within an organisation is responsible for billing (i.e. has the saved credit card detail used for payments, can cancel the subscription)

  • The adviser login receives email notifications (e.g. billing, reminders about cases being locked)

  • Support staff logins:

  • Support staff logins are optional additional logins for staff that assist in producing the advice, such as data entry, paraplanning or document creation (but aren’t are responsible for giving advice to clients). If a user is responsible for providing advice to their clients, then they shouldn’t have a support log in, they should have an adviser log in.

  • These logins can view and edit cases that were added by ‘adviser’ logins, but can’t add their own cases.

  • For each paying ‘adviser’ login, two free support logins are included.
    To request even more support staff logins, please Contact Optimo Financial.

For pricing, please see How to request a quote for a subscription .

Also please note:

Trial subscriptions

What is a trial subscription

  • A trial subscription lets you add unlimited cases and use Pathfinder’s full modelling fuctionality for 14 days

  • No credit card is required

  • If you have never had a subscription before, you will be eligible for a trial subscription.

  • At the end of the trial, if you want to keep editing your cases or add new ones, you can sign up for a paid subscription or purchase single cases.

To sign up for a trial subscription:

  1. Log in to Pathfinder https://app.optimopathfinder.com.au/

  2. Click the Add new case button

  3. You will be taken to a payment page where you will see the subscription option with a 14-day trial available (if the 14-day trial option isn’t visible, then it means you have already used your trial)

  4. At the end of the trial, your cases will be locked.  If you want to edit any of these cases after they have been locked, you can:

    1. Start a paid subscription - this will unlock any cases from the trial that are less than 90 days old

    2. Buy a single case and add it, then Contact Optimo Financial and ask to have the data from the locked case copied to your new case

How to sign up for a paid, quarterly subscription

  • Quarterly subscriptions are better value than buying single cases if you plan to use Pathfinder regularly

  • Please Contact Optimo Financial for pricing and subscription options

To sign up for a subscription:

  1. If you haven’t received a quote, please see How to request a quote for a subscription

  2. Log in to Pathfinder https://app.optimopathfinder.com.au/

  3. Click the Add new case button

  4. You will be taken to a payment page where you select your subscription

  5. Once your payment is processed, every three months, your subscription will be renewed and you credit card will be direct debited, unless you cancel your subscription.

Please note:

How to cancel a subscription

To cancel your paid subscription:

  1. Log in to Pathfinder: https://app.optimopathfinder.com.au

  2. Click your name on the top right

  3. In the drop down menu, click Manage account

And then on the Manage account page:

  1. Click on the blue button with ‘Current Subscription’ (on the right of the page), then select 'Cancel subscription'

  2. Then follow the prompts in the pop-up window to confirm your cancellation

Please note:

  • If your organisation has multiple log ins, only the login that paid for the subscription can cancel the subscription. If you need assistance with this, please Contact Optimo Financial

  • To ensure that your next payment does not go ahead, you must cancel at least the day before the subscription renewal date shown on your Manage account page

  • After you cancel, but before your subscription period ends, you will still be able to edit cases and add new ones.

  • After your subscription period ends, you will not be able to:

    • Edit cases added from subscriptions. All your cases will be locked.

    • Add new cases.

  • If you have a trial subscription, then you don’t need to cancel it. The trial will end after 14-days and no further action is required.

Keeping track of your subscription

Most of the administration for your payments can be found under the Manage account page. To go there:

  1. Log in to Pathfinder: https://app.optimopathfinder.com.au

  2. Click your name on the top right

  3. In the drop down menu, click Manage account

You will also receive emails when significant actions happen with your subscription (e.g. renewal payment has been processed, subscription is cancelled, renewal payment failed).

Payment processing

How often do I get charged the subscription fee?

  • Subscriptions are charged quarterly (i.e. every three months). Typically, it will be charged on the same day of the month as your first payment (e.g. 1 August, 1 November, 1 February), with minor adjustments when months are uneven (e.g. if you made your first payment on 31 March, then your next quarterly payment will be charged 30 June)

  • The payment is direct debited on the credit card you have securely saved in Pathfinder

  • When your payment is processed, an invoice/receipt will be emailed to the email that is associated with your Pathfinder log in

  • If Pathfinder cannot process your payment (e.g. insufficient funds on your card), then you will receive emails about when Pathfinder will try to charge your card again. If we cannot process the payment, your subscription will be cancelled.

How do I find the renewal date for my subscription?

  1. Go to the Mange account page

How to get to the manage account page. Click to expand

  1. Log in to Pathfinder: https://app.optimopathfinder.com.au

  2. Click your name on the top right

  3. In the drop down menu, click Manage account

  1. At the bottom of this page, in the Plan details section, the date of your next renewal payment will be listed

How do I change my credit card details?

See How to update your credit card details

How to request a quote for a subscription

Subscriptions are the better value than buying single cases if you plan to use Pathfinder regularly.

How to request a quote

If you would like a quote for a subscription, please Contact Optimo Financial and tell us the following information:

  1. Number of advisers you would like for your organisation:

Click here to learn more about adviser log ins...

  • ‘Adviser’ logins can add cases and their name appears as the ‘Adviser’ in downloaded results documents. An organisation can have multiple adviser logins.

  • If your login paid for a subscription, it is an adviser login

  • An individual should have an adviser log in if they are responsible for giving advice to clients and they use Pathfinder data to help create that advice (either because they use Pathfinder themselves, or their support staff use Pathfinder on their behalf)

  • One of the adviser logins within an organisation is responsible for billing (i.e. has the saved credit card detail used for payments, can cancel the subscription)

  • The adviser login receives email notifications (e.g. billing, reminders about cases being locked)

  1. Number of support staff

Click here to learn more about support staff log ins
  • Support staff logins are optional additional logins for staff that assist in producing the advice, such as data entry, paraplanning or document creation (but aren’t are responsible for giving advice to clients). If a user is responsible for providing advice to their clients, then they shouldn’t have a support log in, they should have an adviser log in.

  • These logins can view and edit cases that were added by ‘adviser’ logins, but can’t add their own cases.

  • For each paying ‘adviser’ login, two free support logins are included.
    To request even more support staff logins, please Contact Optimo Financial.

  1. We will reply to your request within two working days and will also include instructions for how to accept your quote and start your subscription.

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