Optimo News
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
UPDATE – Legislative Updates Implemented
We’ve updated various assumptions for shares/managed funds and super investment options Legislative Updates Implemented We have updated the Optimo Default Returns for some assets within
PRESS RELEASE – Software providers Brokerpad and Optimo Financial have rolled out an integrated platform for advisers.
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
Optimo Trials Robo-Strategy Platform
Optimo Financial has announced it will be piloting its new robo-strategy platform with a select group of financial planners and will release the service to
PRESS RELEASE: Optimo Launches Beta Version of Robo-Strategy Platform
One of the boldest thought-leaders of the Australian financial planning industry is about to change the face of the financial planning industry, with new technology
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
UPDATE – Legislative Updates Implemented
We’ve updated various assumptions for shares/managed funds and super investment options Legislative Updates Implemented We have updated the Optimo Default Returns for some assets within
PRESS RELEASE – Software providers Brokerpad and Optimo Financial have rolled out an integrated platform for advisers.
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
Optimo Trials Robo-Strategy Platform
Optimo Financial has announced it will be piloting its new robo-strategy platform with a select group of financial planners and will release the service to
PRESS RELEASE: Optimo Launches Beta Version of Robo-Strategy Platform
One of the boldest thought-leaders of the Australian financial planning industry is about to change the face of the financial planning industry, with new technology
