Optimo launches paraplanning software with SMSF modelling
Optimo Financial has released a new version of its Pathfinder Online paraplanning software, which includes a beta release of self-managed super fund (SMSF) modelling capabilities.
Optimo Pathfinder allows financial advisers to create fully optimised projections for up to 20 years, dealing with tax, super, the age pension and all other relevant rules.
Pathfinder also has the capability to set up and run multiple scenarios.
Optimo Financial CEO, Hugh Bannister said the generation of SMSF trustees is demanding a comprehensive strategy consistent with the evolving super rules.
“With our new release, Pathfinder meets that demand, offering a 24/7 system that allows financial advisers and paraplanners to produce comprehensive financial strategies for clients within minutes,” he said.
The next planned production release will include the ability to model property within SMSFs, the company said.
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