NEWS: Pathfinder Update, Release Mawson | Optimo Pathfinder

New XY Adviser Podcast – 5 Part Series: Delivering Advice Differently. Listen Now

NEWS: Pathfinder Update, Release Mawson

This release is the first in a series where we will be improving the results documents.

NEWS: PATHFINDER UPDATE RELEASE MAWSON

New features in this release:
More options on the 'Documents' step
Legislative updates
More summary reports for SMSFs
New 'Property income vs expenses' chart
New help documentation for results
Notes for existing users
Remember to refresh the results for existing cases
Changes to the results documents
You can no longer solve if there are errors in your data
Series builder sparkline now shows 10 years
The legend on 'Compare' charts now just has the scenario name
Detailed report for SMSFs, Trusts & Companies: 'Cash account' detailed report now called 'Transaction account'
Better reporting for Trusts
Action items inside super removed

Read the full release notes here. 
Facebook
Twitter
LinkedIn

Sign up to our Newsletter

For all the latest updates, new features