About OD Financial

OD Financial is a software solutions consultancy creating leading edge software, embodying leading edge strategies, for financial advisors and insurance consultants. In some cases we also provide software for specific products such as various banks' Margin Lending software.

We have over 25 years experience and that includes providing services for clients in all states of Australia. Amongst those are a number of the largest and longest established financial planning groups in Australia.

Lately we have also been sought to consult on how the processes embodied in our software can be helpful in improving the productivity and business persistence rates of financial institutions in Australia and elsewhere, and also been involved in submissions to regulators and parliamentary committees.

11 good reasons why YOU should use OD Financial software

• Software is designed for the user, with user needs central, and uses everyday language rather than complicated financial jargon
• Software core methodologies are market-tested and market-proven.
• Software updates are released immediately upon release of new legislation, rates and market changes - or where possible, in advance!
• Our cloud based modeling solutions are state of the art.
• Our response is fast and accurate.
• Software is fast, flexible, reliable and the technical depth employed in the design is unrivalled
• Software allows you to develop strategies for your clients' need using realistic assumptions and is not limited to investment advice - strategy is central.
• The track record of our founder extends back more than 25 years and has been part of significant watershed moments in the build of financial advice in Australia.
• Our software is repeatedly successful in making money for our clients.
• Technical support, updates and phone support (which goes so much further than how to run the program) add real value for money for our clients.
• Finally, we are the only software house in Australia devoted solely to providing standalone specialist software supporting financial advice.