Platform Updates
Stay informed about the latest improvements, fixes, and new features we're building to make Optiml even better.
feature
OPTI 1.43Add Notes to Your Plans
You can now add personal notes to your Dashboard, Income, Investments, Debts, Expenses, and Taxes pages. Track updates, assumptions, or reminders directly in each plan. Notes are saved with your analysis and can be edited anytime in the Analysis Hub.
September 11, 2025
bug
OPTI 1.43Cashflow Graph Interaction
EVA is now your personal financial assistant inside Optiml. It can understand your plan, answer complex questions, and help you explore different scenarios with detailed, personalized insights. Ask questions like “Why am I getting an OAS clawback?” or “Why am I withdrawing from my RRSP in 3032?” and get answers based on your actual plan. Start using the new EVA today to get even more value from Optiml.
September 11, 2025
bug
OPTI 1.43CPP & OAS Proration Update
We’ve updated how CPP and OAS start dates are handled. Benefits now begin the month following your birth month, rather than in the month of your birthday, to better align with program rules.
September 11, 2025
feature
OPTI 1.42EVA Just Got a Major Upgrade
EVA is now your personal financial assistant inside Optiml. It can understand your plan, answer complex questions, and help you explore different scenarios with detailed, personalized insights. Ask questions like “Why am I getting an OAS clawback?” or “Why am I withdrawing from my RRSP in 3032?” and get answers based on your actual plan. Start using the new EVA today to get even more value from Optiml.
September 4, 2025
Showing updates for September 2025
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