What Optiml does for your practice
Reports under your name, clients who add their own details, the full plan for every household and a clear view of who needs you next.
Branding and reports
Your logo, colours and signed cover letter on every report and invite.
Client onboarding
Onboard a client the same day, not in two weeks: households add their own details by invite.
Planning depth
Optimized withdrawals, CPP and OAS timing and taxes, in a plan clients understand.
Insights
Upcoming retirements and birthdays across your book, so you call first.
Practice and team
Start on your own, add a colleague when you hire. Offices and roles when you need them.
See it with your own clients.
Start a 14-day free trial, or book a demo and we will walk you through a full client plan.