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Optiml Feature
Eva, Your AI Assistant
Never make a financial decision alone again. Eva knows your plan and gives you straight answers.
Ask Eva a QuestionEva
AI Financial Assistant
Ask Eva anything about your plan...
What is this feature?
Eva, Your AI Assistant
Eva is Optiml's AI assistant, trained specifically on financial planning, tax strategy, and the Optiml platform. Eva understands your plan, knows your numbers, and gives you real, contextual answers, not generic advice. Ask about your specific situation, a strategy you are considering, or something you do not understand, and Eva gives you a clear, direct response.
Eva knows your plan. Not just general advice.
Unlike a generic AI, Eva understands your actual financial situation. Ask a question about your plan and get a plan-specific answer.
No jargon. No billable hour. Just an answer.
Ask anything about retirement planning, tax strategy, or the Optiml platform and get a clear, plain-language response immediately.
What Eva Can Do
Your financial plan, fully explained
Eva is your personal AI assistant inside Optiml. She can answer any question about the platform, your financial plan, or the strategy you are running, helping you understand not just what your plan says, but why it was built that way. Think of Eva as both a customer support expert and a financial planning educator, available instantly, any time you need her.
Understand your plan in depth
Maybe you are seeing RRSP withdrawals earlier than you expected, or a CPP start age that surprises you. Eva can explain exactly why your plan is doing what it is doing, in plain language, with no jargon.
Learn about your strategy
Eva can explain what the financial planning strategy you selected is designed to do, how it works conceptually, and how Optiml applied that approach specifically to your numbers and goals.
Get answers about Optiml
Eva knows every detail of how Optiml works, from how federal tax rates are projected year over year, to how account sequencing decisions are made. If you have a question about the platform, Eva has the answer.
Always on, no booking required
No need to schedule a call or wait for a response. Ask Eva anything at any point while reviewing your plan and get a clear, immediate answer, any time, any day.
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