News
Read about our product updates and other news.
25 Sep 2020, 09:13
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 providing compliant and customised financial strategies
13 Aug 2020, 12:13
Financial Advisers using Optimo’s modelling platform Pathfinder can now use the full version of the SMSF’s modelling capacity when developing financial strategies.
1 Apr 2020, 15:07
More options to control deposits and withdrawals in super funds. Choose how to keep a minimum balance in super. Choose whether or not to carry forward the unused concessional cap.
23 Sep 2019, 14:59
Compare scenarios more easily with our new charts and documents. Write notes once and use them in multiple documents. A library of new instructional videos.
5 Mar 2019, 14:54
Home equity loans are now supported in Pathfinder
14 Dec 2018, 12:31
Our charts are now in colour - this is our new standard. They are also in your Strategy Documents. Check them out - we're convinced you'll like them.
9 Aug 2018, 13:20
This release is the first in a series where we will be improving the results documents.
11 Apr 2018, 12:17
Optimo Financial has launched the latest version of its paraplanning software, Pathfinder, which includes SMSF modelling in Beta.
12 Dec 2017, 18:13
Optimo Financial has today released a new version of its Pathfinder Online platform, which includes modelling options for Insurance Bonds.
17 Aug 2017, 09:07
The Optimo Team loves getting feedback. We share it with other team members, we print it off for future reference and sometimes it causes someone to run across the office just to give a high five.