Optimo News
What do clients look for in a financial advisor? 6 great traits that your clients will love
Do you often wonder what clients are looking for in a financial adviser, and whether you meet the criteria? If so, read on to learn
PRESS RELEASE: Optimo Pathfinder updates it’s class leading financial modelling software
The next generation of financial modelling is here. Optimo Pathfinder has been designed specifically for financial advisers to reduce the burden of complex financial calculations
Financial adviser numbers are in the red: what this means for the future of your industry
The number of financial advisers in Australia has been steadily declining in recent years. If you are currently planning to leave, or reconsidering studying to
UPDATE – Pathfinder now supports Term Deposits and Australian Bonds
You can now model directly owned fixed interest assets in Pathfinder Pathfinder now supports Term Deposits and Australian Bonds We You can now model directly
UPDATE – Pathfinder now supports Annuities and Fixed Interest in SMSFs
You can now model annuities and fixed interest in SMSFs in Pathfinder Pathfinder now supports Annuities and Fixed Interest in SMSFs In Pathfinder, you can
NEWS – 2020/21 Budget Update
New Tax Rules Are Implemented NEWS: New Tax Rules Are Implemented What does this mean? On the 9th of October 2020, the following changes to
PRESS RELEASE – Optimo upgrades its platform with full SMSF capability
Financial Advisers using Optimo’s modelling platform Pathfinder can now use the full version of the SMSF’s modelling capacity when developing financial strategies. Financial Advisers using
UPDATE – New Start Date of Analysis
Optimo Pathfinder’s default start date for analysis has changed to 1 July 2021 (i.e. the 2021/22 financial year). Technical Update: New Start Date of Analysis
What do clients look for in a financial advisor? 6 great traits that your clients will love
Do you often wonder what clients are looking for in a financial adviser, and whether you meet the criteria? If so, read on to learn
PRESS RELEASE: Optimo Pathfinder updates it’s class leading financial modelling software
The next generation of financial modelling is here. Optimo Pathfinder has been designed specifically for financial advisers to reduce the burden of complex financial calculations
Financial adviser numbers are in the red: what this means for the future of your industry
The number of financial advisers in Australia has been steadily declining in recent years. If you are currently planning to leave, or reconsidering studying to
UPDATE – Pathfinder now supports Term Deposits and Australian Bonds
You can now model directly owned fixed interest assets in Pathfinder Pathfinder now supports Term Deposits and Australian Bonds We You can now model directly
UPDATE – Pathfinder now supports Annuities and Fixed Interest in SMSFs
You can now model annuities and fixed interest in SMSFs in Pathfinder Pathfinder now supports Annuities and Fixed Interest in SMSFs In Pathfinder, you can
NEWS – 2020/21 Budget Update
New Tax Rules Are Implemented NEWS: New Tax Rules Are Implemented What does this mean? On the 9th of October 2020, the following changes to
PRESS RELEASE – Optimo upgrades its platform with full SMSF capability
Financial Advisers using Optimo’s modelling platform Pathfinder can now use the full version of the SMSF’s modelling capacity when developing financial strategies. Financial Advisers using
UPDATE – New Start Date of Analysis
Optimo Pathfinder’s default start date for analysis has changed to 1 July 2021 (i.e. the 2021/22 financial year). Technical Update: New Start Date of Analysis
