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Mortgage Portal: Your Central Hub for Digital Lending Solutions

Access the Mortgage Portal to submit applications, track client progress, compare rates, and manage renewals in one centralized platform built for speed, transparency, and real-time updates.

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Tools & Apps

Essential tools for managing your practice, analyzing client portfolios, and driving business growth with precision and efficiency.

Discover the potential of your Business with our Tools & Apps

Data Export

Export your client information with customizable data fields, delivered directly to your inbox for seamless integration with your workflow.

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Add Your Contacts

Efficiently add new prospects and client contacts to your database with flexible single-entry or bulk upload options, complete with detailed categorization by service type.

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Book Analysis

Analyze your book of business with visual reports on account market values, position breakdowns, and cash flow trends across customizable time periods.

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Investment Scenario Analysis

Project investment outcomes by comparing your client's current portfolio against Optimize strategies with detailed break-even analysis, tax impact assessments, and multi-year return projections.

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Payment Projection

Project your earnings during your transition with customizable onboarding timelines, fee rates, and meeting frequencies to forecast ongoing payments and transition bonuses over multiple years.

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Update Your Information

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Update Assigned Portfolio Manager

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Corporate Development Compensation Projection

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Portfolio Manager Compensation Projection

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Advisor/Wealth Planner Team Member Management

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Head Office Employee Manager

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Financial Planning Default Rate Settings

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Electronic Document Password Settings

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Need help navigating the Optimize Tools & Apps?

Explore the CRM Knowledge Base for a step-by-step guide to Navigating the Tools & Apps, complete with video tutorials and expert tips to enhance your experience. Whether you're just getting started or need a quick refresher, help is always just a click away.

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Copyright © 2025 Optimize Inc.

Optimize Global Asset Management Inc. (operating as “Optimize Asset Management” or “Optimize”) is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as “Optimize Wealth Management”) is a member of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (“CIPF”). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize’s Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such.