Optifino for Advisors

Helping you own your client’s journey.

We combine unparalleled industry relationships and knowledge, innovative technology and white glove service to empower you to create greater client wealth.

Try optifino

Superb Compliance Support

Our superior platform and industry expertise help you understand and meet strict industry compliance regulations

Multigenerational Relationships

Build enduring relationships across G2 and G3 generations and create greater multigenerational wealth

“Machine plus Human” Approach

We combine the intelligence of machine learning with white glove on-demand concierge service

Comprehensive Resource Library

Our extensive educational resources help guiding your clients through major life events and advanced planning strategies

End-to-End Guidance and Support 

Seamless experience every step along the way – from consulting to onboarding, client education and service, portfolio management and aftercare

State-of-the-art Portal 

Our streamlined and intuitive portal provides greater transparency and visibility into your clients’ insurance portfolios

We elevate the RIA practice by enabling advisors to deliver smart insurance solutions to their clients – seamlessly, competently, and at a great value

David Kleinhandler
Optifino Co-Founder & CEO
American adults do not believe they have adequate life insurance coverage.
*Source: 2022 Insurance Barometer Study conducted by LIMRA and Life Happens.
Losing a primary earner, 44% of households encounter significant financial difficulties.
*Source: Life Insurance Marketing and Research Association (LIMRA)
Our team has more than 100+ years of Life Insurance and investing expertise.
19% of the US consumer financial assets are held in cash value life insurance
*Federal Reserve Bulletin, September 2020

The world is changing rapidly, and so are client needs and expectations

Today’s clients want better value for their money, greater understanding of opportunities, superior service and custom-tailored, personalized advice. And with potentially $84 trillion in assets being transferred from baby boomers by 2045*, advisors not only need better ways to meet these increasing demands, but also the ability to create deep multigenerational ties that will keep those assets with them for generations. Optifino is here to help.

*The Cerulli Report – U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2021:Evolving Wealth Demographics