Skip to content
English
  • There are no suggestions because the search field is empty.

Our Optimize Brochures Overview 

Learn about our different brochures here at Optimize to support financial professionals in their practice 

This section provides a comprehensive collection of key materials designed to support financial professionals in their practice. From detailed brochures outlining our platform’s benefits to essential resources that guide client engagement, transition planning, and compliance, these documents serve as valuable tools to help you navigate every stage of your career.

Where to Find our Essential Brochures

You can find our essential brochures on the optimize portal:

  • Go to the Optimize Portal 
  • Select Documents  → Operations 

What are our Essential Brochures

Our essential brochures are comprehensive guides that provide detailed information about our platform's features, benefits, and services. They are meticulously crafted to offer insights into how our solutions can enhance your practice, improve client interactions, and ensure compliance with industry standards. These brochures serve as a vital resource for financial professionals, offering step-by-step guidance on various aspects of your career, from client engagement strategies to effective transition planning.

Optimize Advisor Platform Brochure 

This brochure provides an in-depth look at Optimize Wealth and how our platform supports Premium Financial Professionals at every stage of their career. Inside, you'll find details on how we help both advisors and their clients, our seamless transition program, succession planning options, and our transparent compensation structure. This brochure outlines everything you need to know about an advisor joining Optimize Wealth.

Please find the document below:

Optimize Private Client Program Brochure 

The Optimize Family Office Program is the cornerstone to the value brought to clients, through the Optimize Private Client Program. This, in concert with portfolio and investment management services, provides clients, with financial planning, tax preparation, will preparation, and insurance services. The differentiator is that these services are offered to all clients not just exclusively High Net Worth clients. Our Program was developed to increase the integration of clients' financial situation with their long-term plan and goals.

This is where the Optimize Family Office Services Program is able to drive major value for clients by providing a much fuller suite of services. 

Please find the document below:

Transition Program 

Our industry leading Transition Program ensures your move is quick and effortless. We won’t stop until every last component of your Transition has been completed. We know making the leap from one firm to another can be both daunting and challenging but with Optimize, it couldn’t be easier. That’s why we have a full-time dedicated transition team to help you every step of the way.

Please find the document below:

The Optimize Technology Platform

Discover the comprehensive and multifaceted systems which we have put in place to support your financial journey with us. We pride ourselves on providing the most robust resources in the industry to ensure you have all the tools you need to succeed.

Please find the document below:

Portfolio Performance

At Optimize Wealth, every client portfolio is viewed differently and uniquely. We structure our portfolios based on a client’s particular needs and objectives. We factor in variables such as their time horizon, risk tolerance, return objectives, tax situation, company stock plans, and legacy positions.  

Please find each document below outlining our Portfolios: