News
Read about our product updates and other news.
23 Aug 2021, 09:13
We've updated various assumptions for shares/managed funds and super investment options
15 Jun 2021, 09:34
You can now model directly owned fixed interest assets in Pathfinder
1 Apr 2021, 14:34
Optimo Pathfinder's default start date for analysis has changed to 1 July 2021 (i.e. the 2021/22 financial year).
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.