Optimo Financial @OptimoFinance
Create holistic financial strategies in minutes with Optimo Pathfinder - for Financial Advisers, Accountants and Finance Brokers. optimofinancial.com.au Sydney Australia Joined March 2013-
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Have you noticed there are now more details available in the detailed superannuation and SMSF reports? #financialadvice #financialstrategies #financialmodelling #strategicadvice
some of our latest updates includes more modelling options for account-based pensions (ABP) and transition-to-retirement income streams (TRIS) in superannuation funds. #financialadvice #financialmodelling #strategyadvice
We've updated our taxes and other rates in line with last week budget announcements, here are the release notes: help.optimopathfinder.com.au/confluence/hd/…
We're very proud to announce our latest partner Plannerpad. read the press release here: optimofinancial.com.au/news/press-rel…
.@OptimoFinance and Brokerpad release integrated platform for ambitious planners australianfintech.com.au/optimo-and-bro… #australianfintech #fintech #financialadvisers #financialadvice #financialplanners
Financial advisers, accountants and mortgage brokers, do you need financial strategies fast? Check out Optimo Pathfinder and try it for free. optimofinancial.com.au
.@OptimoFinance upgrades its modelling platform with full #SMSF capability australianfintech.com.au/optimo-upgrade… #australianfintech #fintech #SMSFs #superannuation
Optimo: Upgrades its modelling platform with full SMSF capability @OptimoFinance #fintech #news #fintechInShorts #partnerships #funding #bankingindustry #banking fintechinshorts.com/optimo-upgrade…
We've taken the training wheels off and are so excited to tell you that the SMSF part of Pathfinder is now released in full production. Read our press release here: optimofinancial.com.au/news #PressRelease #financialplanning #smsf #strategicadvice
Great article about the importance of providing strategic advice: ifa.com.au/opinion/28168-… #financialadvisor #strategicadvisor
Following the government’s Economic Response to the #Coronavirus, @OptimoFinance is the first to have included these changes into its modelling platform Pathfinder. australianfintech.com.au/optimo-pathfin… #australianfintech #fintech
Aren't these a bunch of nice charts. You can share these strategies with your clients through online video meetings online #financialplanning #financialstrategies #financialmodelling #financialadvice
In Spain, a taxi driver was known for taking patients to the hospital, free of charge. One day, he got a call to pickup a patient from the hospital. When he arrived, doctors and nurses surprised him with a standing ovation, plus an envelope of money.
New Superannuation options on new release of Pathfinder: More options on the used or unused concessional cap. More info on recently added super options: help.optimopathfinder.com.au/confluence/hd/… #financialplanning #financialadvice #financialstrategies
Covid-19 economic changes included in Pathfinder modelling. Try it yourself for free today: optimofinancial.com.au/landing/ #financialplanning #financialadvice
New Superannuation options on new release of Pathfinder: Leave a superfund alone - no deposits or withdrawals. More info on recently added super options: help.optimopathfinder.com.au/confluence/hd/… #financialplanning #financialadvice #financialstrategies
Technical update: Economic Response to the Coronavirus: Temporarily reducing pension minimum drawdown rates, Age Pension deeming rates reduced, Early access to super options and more. read full release notes: help.optimopathfinder.com.au/confluence/hd/… #financialadvice #financialplanning #financial
New Superannuations option on current release of Pathfinder: Keep a super fund open for insurance and top it up with contributions. optimofinancial.com.au/news #financialmodelling #financialstrategies #financialadvice
An alarming rate of Australians have been moving their Super to cash. Now is the time for Financial Advisers to meet with their clients remotely and adjust their strategies! We are here to support you and your clients 100% #financialplanning #financialadvisers #superannuation
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