BankingFinTech

Optimo: Upgrades its modelling platform with full SMSF capability

  • Financial Advisers using Optimo’s modelling platform Pathfinder can now use the full version of the SMSF’s modelling capacity 
  • Optimo Financial has upgraded its strategy development platform to allow financial advisers to use SMSF’s
  • The previous version did have an SMSF-Beta option which had restrictions on what could be modelled
  • Pathfinder can now model an SMSF with multiple members, property investments and a mixture of funds in the accumulation/pension phases
  • It better handles the allocation of investment returns and tax to the various member/phase combinations
  • Optimo’s Pathfinder makes it easier for advisers to help their clients to achieve their retirement goals, now including more SMSF modelling options
Previous article
Class Limited: Announces acquisition of documentation provider Smartcorp
Next article
Speedcast: Receives US$395M equity commitment for recovery
Laura M
Laura M
Laura is a financial reporter, editor, and researcher with a particular interest in fintech innovation, capital markets, and the evolving global banking landscape.

You May Also Like

FinTech

Venmo Strengthens Global Transfers by Allowing Payments to PayPal Accounts

Venmo users can now send money internationally to PayPal accounts.Highlights: Venmo now allows users to send money to...
FinTech

Talos and Nasdaq Strengthen On-Chain and Off-Chain Collateral Workflow

New partnership enhances digital asset handling and collateral management.Highlights: Talos and Nasdaq collaborate to streamline collateral workflows.Partnership aims...
FinTech

FCA Restricts Use of Sensitive Data in AI Trial with Palantir

Regulatory concerns arise over data handling protocols in AI trials.Highlights: FCA criticized for using sensitive data in AI...
FinTech

Bank of Ireland Strengthens AI Readiness for Staff Training

New initiatives prepare employees for an AI-driven banking landscape.Highlights: Bank of Ireland launches AI training initiatives for staff.Employees...