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Read about our product updates and other news.
UPDATE - Legislative Updates Implemented
23 Aug 2021, 09:13
We've updated various assumptions for shares/managed funds and super investment options
UPDATE - Pathfinder now supports Term Deposits and Australian Bonds
15 Jun 2021, 09:34
You can now model directly owned fixed interest assets in Pathfinder
UPDATE - New Start Date of Analysis
1 Apr 2021, 14:34
Optimo Pathfinder's default start date for analysis has changed to 1 July 2021 (i.e. the 2021/22 financial year).
NEWS - 2020/21 Budget Update
13 Oct 2020, 11:34
New Tax Rules Are Implemented
PRESS RELEASE - Software providers Brokerpad and Optimo Financial have rolled out an integrated platform for advisers.
25 Sep 2020, 09:13
The two companies have combined the Brokerpad Plannerpad tool, which automates the fact find process, and the Optimo Financial Pathfinder program, which offers assistance with providing compliant and customised financial strategies
PRESS RELEASE - Optimo upgrades its platform with full SMSF capability
13 Aug 2020, 12:13
Financial Advisers using Optimo’s modelling platform Pathfinder can now use the full version of the SMSF’s modelling capacity when developing financial strategies.
NEWS: Pathfinder Update, Release PERON + COVID19 Changes
1 Apr 2020, 15:07
More options to control deposits and withdrawals in super funds. Choose how to keep a minimum balance in super. Choose whether or not to carry forward the unused concessional cap.
NEWS: Pathfinder Update, Release OXLEY
23 Sep 2019, 14:59
Compare scenarios more easily with our new charts and documents. Write notes once and use them in multiple documents. A library of new instructional videos.
NEWS: Pathfinder Update, Home Equity Loans in Pathfinder
5 Mar 2019, 14:54
Home equity loans are now supported in Pathfinder
NEWS: Pathfinder Update, Coloured Charts Added
14 Dec 2018, 12:31
Our charts are now in colour - this is our new standard. They are also in your Strategy Documents. Check them out - we're convinced you'll like them.