Brokerpad and Optimo Financial combine their technology platforms to automate low value tasks and to allow advisers to focus on their core strengths.
Optimo’s Pathfinder makes it easier for advisers to help their clients to achieve their retirement goals, now including more SMSF modelling options.
Following the government’s Economic Response to the Coronavirus, Optimo Financial is the first to have included these changes into its modelling platform.
Optimo Financial has enhanced its paraplanning software Pathfinder Online to include self-managed super fund modelling capabilities. Pathfinder, an online modelling platform, allows financial advisers to create projections for up to 20 years that cover tax, superannuation and the Age Pension. Optimo Financial chief executive Hugh Bannister said for too long advisers have relied on cumbersome, multi-module programs and third-party paraplanning services. “The self-managed super fund generation is demanding a comprehensive strategy consistent with the evolving super rules,” Bannister said. The new release, which is in beta phase, will meet demand on a 24/7 basis and enable financial advisers and paraplanners to produce comprehensive financial strategies for clients within minutes, he […]
Optimo Financial is releasing its online financial modelling solution for advisers as it aims to make the provision of goals-based advice more seamless. The Optimo Pathfinder personal finance modelling system is now available to dealer groups, financial advisers and paraplanners, using an algorithm developed with a goal orientated approach. In a statement, Optimo said the solution will optimise clients’ financial strategy to best achieve financial and life goals, accounting for tax and superannuation legislation, family tax benefits, the Age Pension and a host of other factors including the client financial status to develop its strategies. Optimo Financial chief executive Hugh Bannister said: “We believe there is a market niche for […]
Sydney-based fintech firm, Optimo Financial is releasing new alterations for its Pathfinder Online superannuation strategy software, ahead of the super changes legislated to apply from 1 July this year. Optimo Financial chief executive, Hugh Bannister, said that the optimisation technology which underpinned the Pathfinder Online software and incorporated tax law, super legislation, family tax benefits, and the Age Pension, would overhaul in time to include changes from the Fair and Sustainable Superannuation Bill. “We can develop, test and deploy legislative changes very quickly in Pathfinder,” Bannister said of the alterations to the software. “We believe we are the first software provider to include the recent super changes.” Optimo Financial would […]