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
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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.

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