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Post-Oxley and Plannerpad release

14 November 2019

Release overview

Useful links

New features and improvements

We've partnered with Plannerpad so you can reduce your data entry time

We're pleased to announce our partnership with Plannerpad, a company that automates fact finds, so you skip doing the data entry in Pathfinder!

With Plannerpad, you can email a link to your clients so they can fill in their own data and upload their own documents.  Once you've checked their data, you can then upload it to a Pathfinder case and then start modelling as normal.  Visit the website to find out more about how you can drastically reduce the time it takes to do your client fact finds

Here's how to use this sizzling combination:

  • Sign up:

    • If you're already a Pathfinder user, you can sign up for a free 30-day trial of Plannerpad here

    • If you're new to both Pathfinder and Plannerpad, then you can sign up for both Platforms in one go here

  • Once you sign up, you'll be provided with more information or you can visit our help docs Optimo Pathfinder and Plannerpad and help docs

We have an API now!

Fetch your bucket and space for the sandbox

We've now got an API that allows third-party platforms to export their data into Pathfinder.  So, if you're a provider of a CRM or other software and think your users would benefit from a connection with Pathfinder, please contact us, and we're happy to set you up in the sandbox.

Also, if you use software that you wish could connect to Pathfinder, then let us know too.

Update from the dev team about our SMSF work

We know you're keen to see the 'Beta' taken off the SMSF button, so here's an update on how we're going.

We're very pleased to say that the new model has been written and we're quietly confident that we're on the home straight. The new version will definitely have more accurate modelling of assets and fees when they are split between individuals and/or phases and we're hoping it may even reduce solve times for SMSF cases as well. To see the current capability of the Beta SMSF modelling, see the SMSF (Self-Managed Super Fund) page of our help docs.

We're currently doing extensive regression testing so we can identify and fix any issues that may have been introduced in the new model. Since we are still identifying issues to fix, we don't know how many issues we have to deal with, so we don't have a release date, yet, but you'll be the first to know when we do.

Notes for existing users

Remember to refresh your results for existing cases

If you have any existing cases in progress, we recommend clicking the Start solve button again for any scenarios where you created results on or before 12 September 2019. This will ensure that all your scenarios are consistent and will also give you the new comparison charts. Note that the numbers in your results may change when you re-solve, but it is better to be consistent across scenarios. If you are unsure when your results were created, see How to check when your results were created.

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