OPTAMetrics is a comprehensive financial case management system. It is designed to capture and store financial and behavioral information of financial coaching clients, analyze the resulting data, and create quantitative measures and financial indicators of household wellbeing.

OPTAMetrics includes indicators that are stored chronologically and the system allows the user to compare them, in a before and after fashion, to measure the degree of effectiveness or impact of the program.

In addition, you can define and track the delivery of other programs, products, or services, using OPTAMetrics. A number of administrative reports embedded in the system, makes it a unique tool for managing programs across different departments.

How It Works

Capture financial & behavorial data

Analyze & provide a step-by-step guide

Create improvement mapping

Contact me with more information on OptaMetrics.