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Showing 11 - 16 of 16 results for "Pathfinder"

Optimo adds SMSF modelling to platform

KARREN VERGARA  |  FRIDAY, 13 APR 2018
Optimo Financial has enhanced its paraplanning software Pathfinder Online to include self-managed super fund modelling capabilities. Pathfinder, an online modelling platform, allows financial advisers to create projections for up to 20 years that cover ...

Optimo introduces robo platform

JAMIE WILLIAMSON  |  THURSDAY, 6 JUL 2017
... financial modelling solution for advisers as it aims to make the provision of goals-based advice more seamless. The Optimo Pathfinder personal finance modelling system is now available to dealer groups, financial advisers and paraplanners, using an algorithm ...

Optimo launches free robo strategy platform

KERRIE SYDEE  |  WEDNESDAY, 14 SEP 2016
Optimo Financial has updated and launched the public beta version of Optimo Pathfinder Online, which for the first time will allow financial advisers to provide clients with holistic advice in minutes. Unlike other robo platforms that focus on asset ...

Calastone expands NZ presence

KERRIE SYDEE  |  WEDNESDAY, 27 JUL 2016
... New Zealand's fund managers including: Devon Funds Management, Craigs Investment Partners, Mint Asset Management and Pathfinder Asset management. Calastone Australia and New Zealand director of business and development, Tony Nejasmic, said: "New Zealand ...

NZ Super appoints new chair

DARREN SNYDER  |  WEDNESDAY, 9 DEC 2015
... Savage Group, chair of the National Provident Fund, and an independent director of Kiwibank, Todd Family Office, and Pathfinder Asset Management. She was Treasurer of the National Gas Corporation from 1991 to 1993 prior to moving to AMP Capital Investors ...

Australia highlights support for ongoing APEC meeting

... rights and structural reform have been highly commended. Amongst the areas that Australia has been leading in is the pathfinder initiatives which allow a group of APEC economies to fast track implementation of agreed trade facilitation measures. And ...
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