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.
Recommended for you
Iress has announced it will divest its superannuation business as the latest step in its transformation program, allowing it to focus on wealth management.
The corporate regulator has named its new chief executive, who is set to replace retiring interim CEO Greg Yanco in March.
Following the departure of its chief marketing officer last year, AMP has appointed a successor to take up the position with the appointment coming from the US.
The Financial Services Council has appointed Justine Earl-Smith as executive director for commercial partnerships and growth, a newly created role for the organisation.
