Optimize Help Center
Go to portal.optimize.ca
Getting Started
Introduction to Optimize
Policies
Privacy
Service Requests
Cash and Security Management
Account Administration
Systematic Plans
Special Handling
Family Office Services
Processing Times
Account Management
New Accounts
KYC Review and Updates
Family Office Services
Tax Preparation
Will Preparation
Financial Planning
Systems & Technology
Email
The Optimize Portal
CRM
Client Online Access
Compass
Croesus
Payroll
Financial Planning Software
Compliance
Reporting
Dashboards
Reports
Conquest
Introduction to Conquest
Managing Financial Data in Conquest
Managing Goals in Conquest
Planning Page in Conquest
Strategies in Conquest
Plan Review
Corporations
Other Current Data types
Conquest integration with CRM
Search the Optimize Knowledge Base
Getting Started
Explore our comprehensive tools and resources to maximize your use of the Optimize Help Center.
Service Requests
Get help with cash and security management, account administration, and special requests.
Account Management
Access new account applications, KYC reviews, and updates.
Family Office Services
Review our comprehensive family office services, including tax preparation, will preparation, and financial planning.
Systems & Technology
Explore our advanced systems and technology, including the Optimize Portal, CRM, and Mortgage Portal.
