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Optimirror

Our own financial software tool powered by a patented proprietary algorithm

WHAT IS OPTIMIRROR
Optimirror is a powerful financial planning tool that helps clients make informed decisions about how to allocate their resources in order to achieve their financial goals. At Ongoing Wealth Management, we use Optimirror to help our clients optimize the financial health of their personal and business financial plans.
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“ The goal of Optimirror’s compounding algorithms is to increase net worth over time ”
FEATURES

Optimirror is also available as a stand-alone desktop financial planning software used for holistic cash flow optimization of:

  • Budget surpluses and shortages

  • Fixed Income payments

  • Credit Card, Mortgage, Student & Business Loan payments

  • Interest cost savings

  • Cost efficient income replacement solutions

  • Tax efficient investment portfolios for major purchases

  • Retirement goal planning

  • Estate tax gifting goal solutions

  • Taxable, Tax Deferred, and Tax Free fixed and variable portfolio distribution plans

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