Time for a Change?
Take advantage of our unique subscription services model and change your expecatations for software and professional services. We can show you how to achieve substantial cost savings, eliminate vendor lock in, and stay current with regulatory requirements and emerging accounting and auditing standards.

We are partnering with experts in internal audit and compliance to deliver a unique combination of software and professional services that can deliver more value at substantially less cost than traditional delivery models. Our unique apps help our customers meet specific regulatory requirements with easy-to-use, comprehensive features that can be subscribed to and work seamlessly with the other applications available in OptiModel. Our partners also provide value-added services for one-stop shopping for both on-demand and outsourced requirements.

We can give you an apples to oranges comparison – and demonstrate a radically better way to address your compliance and auditing needs with less risk, lower cost, and proven value.

Contact us for your compliance roadmap to success.
Unique Apps
We recognize your company is unique – and we want to help you stay that way. With our subscription service we can add apps to address unique needs in your business that seamlessly integrate with the other apps in OptiModel, eliminating the need for costly alternatives while accelerating and simplifying the deployment of value-added solutions within your company.

Learn how you can benefit from OptiModel subscription services.
Meet Patrick Brogan - CPA, CIA, CISA, CFE, CRMA
Patrick is a Certified Public Accountant, Certified Internal Auditor Certified Information Systems Auditor, Certified Fraud Examiner and Certified in Risk Management Assurance with over 16 years’ experience in Auditing and Accounting through various industries including the Big 4 (Ernst & Young), Financial Services, Manufacturing, Oil and Gas and Not-for-profit.

He has extensive experience with Internal Audit and Compliance including interviewing, documenting narratives, flowcharts and risk matrices, and creating and completing audit programs. Additionally, he has completed extensive financial analysis including data mining using ACL and IDEA software to detect control weaknesses and fraud.
Audit Services
Year 1 and beyond SOX compliance services including narratives, risk control matrices, testing templates, remediation efforts and reporting to assist management in drawing appropriate conclusions.
Subscription Services
Mr. Brogan partners with Essential Systems to provide pre-built risk, control and compliance models and integrated audit services. In addition, Mr. Brogan provides SSAE 16 attestation and certification services as part of Essential Systems' Vendor Compliance app.
Meet Jonathon Broadbent - CRPS, AIF, RIA
Mr. Broadbent developed his deep understanding of Workplace Retirement Plans while serving as Director of Marketing at a national Third Party Administrator (TPA). While there, he oversaw Compliance and Audit teams for comprehensive retirement plan reviews.

Mr. Broadbent has extensive experience with Plan Compliance, Customization, Executive Benefits, & Fiduciary Oversight, Prudent Best Practices, and Documentation. Additionally, he works with various non-profit entities as a fiduciary coach. Mr. Broadbent spent four years with a major Wall Street firm and served as Vice President & resident ERISA expert at a boutique Broker/Dealer until October 2013, when he formed Plan Partners LLC.

Outsourced Fiduciary Services
For over a decade, Mr. Broadbent has helped clients strip away commissions, trails, hidden fees and conflicts of interest from pensions. He makes pensions better by providing accountability, better processes, and oversight.
ERISA Subscription Services
Mr. Broadbent partners with Essential Systems to deliver the ERISA Compliance app that provides a broad range of Workplace Retirement Plan Compliance features from automated fee disclosures, to tailored benchmarking, notice requirements, service agreement monitoring, and plan due diligence reporting.