Optimo: Upgrades its modelling platform with full SMSF capability

August 13, 2020

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Optimo: Upgrades its modelling platform with full SMSF capability

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Laura is a financial reporter, editor, and researcher with a particular interest in fintech innovation, capital markets, and the evolving global banking landscape.

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