Our top tips for using Pathfinder in front of your clients during a strategy discussion meeting
What is a strategy presentation meeting? A strategy presentation meeting typically happens after you have completed the fact find and
Press Release: Optimo Pathfinder Updates Its Class-Leading Financial Modelling Software. Read More.
What is a strategy presentation meeting? A strategy presentation meeting typically happens after you have completed the fact find and
You can now model directly owned fixed interest assets in Pathfinder Pathfinder now supports Term Deposits and Australian Bonds We
You can now model annuities and fixed interest in SMSFs in Pathfinder Pathfinder now supports Annuities and Fixed Interest in
New Tax Rules Are Implemented NEWS: New Tax Rules Are Implemented What does this mean? On the 9th of October
Optimo Pathfinder’s default start date for analysis has changed to 1 July 2021 (i.e. the 2021/22 financial year). Technical Update:
We’ve updated various assumptions for shares/managed funds and super investment options Legislative Updates Implemented We have updated the Optimo Default
What is a strategy presentation meeting? A strategy presentation meeting typically happens after you have completed the fact find and
You can now model directly owned fixed interest assets in Pathfinder Pathfinder now supports Term Deposits and Australian Bonds We
You can now model annuities and fixed interest in SMSFs in Pathfinder Pathfinder now supports Annuities and Fixed Interest in
New Tax Rules Are Implemented NEWS: New Tax Rules Are Implemented What does this mean? On the 9th of October
Optimo Pathfinder’s default start date for analysis has changed to 1 July 2021 (i.e. the 2021/22 financial year). Technical Update:
We’ve updated various assumptions for shares/managed funds and super investment options Legislative Updates Implemented We have updated the Optimo Default