Optimize Goals™

Optimize Goals™ is a Major Performance Reporting and Financial Planning Software Company founded in 2009 and based in New York City. Our software will help you Attract New Assets, Increase your Productivity, and ultimately Grow your Business! Welcome to Optimize Goals™ Products and Services PERFORMANCE AND FEE REPORTING Comprehensive Performance Reports Simple Fee and Billing Reports Daily Data Reconciliation Benchmark Comparison Cost Basis Tracking Ad Hoc and Batch Reports COMPREHENSIVE FINANCIAL PLANS Cost-based & Goals-based Plans Unlimited Scenario Analysis Sync and Consolidate Client Data Client Document Storage Vault Opportunity Reports Plan Forwarding and Sharing PORTFOLIO PROPOSALS AND ANALYTICS Easily Compare Risk, Return, and Fee Metrics Instantly share your proposal Online between your clients for their feedback, and approval Create and Monitor Model Portfolios across multiple client accounts IN-DEPTH INVESTMENT RESEARCH Unbiased Research, Rankings, and Opinions Proprietary Stock and Fund Rankings using the Optimize Ranking™ System Broad Market Coverage - Research on more than 20,000 mutual funds and stocks CONNECT WITH YOUR CLIENTS IN AN ENTIRELY NEW WAY Increased Brand Awareness through uploading your Firm's Logo Constant Visibility to your Clients through easy to use Messaging Links Highly Effective Prospecting Tool to show prospects up front your value