Seamless Planning

Cybar Financial’s Optimirror

A SEAMLESS FINANCIAL PLANNING PROCESS

Optimirror is a client friendly financial software calculator that illustrates a comprehensive financial plan from a cash flow point of view where each asset, liability, expense and income stream can be optimized.

Optimirror allows you to see the impact of your current cash flow plan on your future goals.  As data is entered a living, breathing plan takes shape.  Enabling the optimizer is like adding super power enzymes to any plan, making ongoing planning toward the building of additional wealth a healthy financial exercise.  The more you do the stronger you get.

Optimirror offers painless, intuitive data entry. Follow Optimirror’s WorkFlow Tabs to build a plan, optimize, and experiment with What If scenarios.

Optimirror offers many new ways to plan. Follow Optimirror’s Report’s Tabs to export tables and charts into your own compliant deliverable.

OPTIMIRROR DELIVERS:

1)    Optimize Financial Position Goals

2)    Optimize Income Replacement Goals

3)    Optimize Investment Goals

4)    Optimize Legacy Goals

Your company’s proprietary planning modules, such as asset allocation and rebalancing may be integrated with Optimirror’s WorkFlow Tabs.

Contact us at: David.Wilson@cybarfinancial.com for information about our custom plan design work and purchasing an Optimirror license.