PRESS RELEASE - Optimo Expands its Platform with SMSF Modelling

Optimo Financial has launched the latest version of its paraplanning software, Pathfinder, which includes SMSF modelling in Beta.

  Apr 11, 2018   admin


Optimo Financial has launched the latest version of its paraplanning software, Pathfinder, which includes SMSF modelling in Beta.

In a statement today, Optimo announced release of a new version of Pathfinder Online, which now includes a Beta release of SMSF modelling capabilities.

Optimo Pathfinder is an online holistic modelling platform that allows financial advisers to create fully optimised projections for up to 20 years. The optimisation deals with tax, Super, the age pension and all other relevant rules.Pathfinder also has the capability to set up and run multiple scenarios.

Optimo Financial CEO, Hugh Bannister commented:

“For too long, advisers have relied on cumbersome, multi-module programmes and third-party paraplanning services. The self-managed super fund generation is demanding a comprehensive strategy consistent with the evolving Super rules. With our new release, Pathfinder meets that demand, offering a 24/7 system that allows financial advisers and paraplanners to produce comprehensive financial strategies for clients within minutes.”

Advisers can sign up for a free trial of the current system including the SMSF beta release at www.optimofinancial.com.au.The next planned production SMSF release will include the ability to model property within SMSFs.


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