Optimo Financial releases changes to super software

financial-technology/super-changes/

22 February 2017
| By Hope William-Smith |
image
image image
expand image

Sydney-based fintech firm, Optimo Financial is releasing new alterations for its Pathfinder Online superannuation strategy software, ahead of the super changes legislated to apply from 1 July this year.

Optimo Financial chief executive, Hugh Bannister, said that the optimisation technology which underpinned the Pathfinder Online software and incorporated tax law, super legislation, family tax benefits, and the Age Pension, would overhaul in time to include changes from the Fair and Sustainable Superannuation Bill.

“We can develop, test and deploy legislative changes very quickly in Pathfinder,” Bannister said of the alterations to the software.

“We believe we are the first software provider to include the recent super changes.”

Optimo Financial would also release a new pricing structure scheduled to coincide with the production release of Pathfinder Online in the first half of the year.

“The feedback has been positive, our beta users like the comprehensive modelling and find it easy to use,” Bannister said.

“It is attractive to advisers who don’t want to add to their overhead costs and who are focused on developing a robust, comprehensive financial strategy.”

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

5 days 9 hours ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

4 weeks 1 day ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo