Optimize Financial
Optimize Financial Finance
Compounding hope, generosity, and confidence by optimizing financial decisions
- Downloads
- 12+
- on Google Play
- Price
- Free
- No in-app purchases
- Updated
- Jul 19
- 2026 · v5.23.0
Screenshots
About Optimize Financial
This Mobile App allows you to view your financial plan, account information, balances and easily contact Your Personal CFO--The OFI Team!
What’s new
Version 5.23.0 · Updated July 19, 2026
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
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