How Optiml works in your practice
Set up once, bring your clients in, and go from first invite to a signed, shared plan without retyping a household.
Set up your practice
Add your logo, colours and report font, write your cover letter, and set the planning assumptions you use. You do not need a registered firm: working on your own, set up under your own name.
Bring in your clients
Add households one at a time, or move your existing book over in one go.
- Add households one at a time
- Move an existing book over from a spreadsheet template, up to 500 clients at a time
- Spouse details come across with each household
Onboard each householdInvites on Advisor Pro
Enter a household yourself, or send a branded invite so the client adds their own accounts, income and goals. Onboarding that used to take two weeks is done the same day. Hide the assumption questions clients should not be guessing at, and your defaults fill them in.
You send the invite
Harbourview Wealth
Hi Sarah, I have set up your retirement plan. Add your accounts before we meet on Thursday and we will spend the meeting on the plan.
Alex Lam, CFP®
They add their details
RRSP
TFSA
Monthly spending
Retire at
You share the plan
The Brown plan
Plan B
Retire at
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Success Score
--
After-tax income
--
Estate at 95
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Retirement income by source
Build and compare plans
Pick the client's goal, such as Maximize Lifetime Spending or Minimize Lifetime Taxes, and Optiml builds the most tax-efficient plan for it: the withdrawal order, CPP and OAS start ages and the pace of RRSP withdrawals. Compare versions side by side, keep up to 10 plans per client, and use EVA to prepare for the meeting.
Compare plans
Plan A
Retire at 62, CPP at 65
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Success Score
Lifetime tax
Estate at 95
Plan B
Retire at 62, CPP at 70
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Success Score
Lifetime tax
Estate at 95
CPP start age
Deliver and follow up
Send the report in your practice's colours, share the plan for the client to view, and see when they open it. You and the client keep notes on the plan in one thread.
The Brown plan
Plan B
Notes on this plan
Alex
Plan B moves CPP to 70. Have a look before Thursday.
Sarah
Makes sense. Can we talk about the cottage too?
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.