Platform Updates
Stay informed about the latest improvements, fixes, and new features we're building to make Optiml even better.
improvement
OPTI 1.65Set Value Strategy Inputs Now Persist with Plan
Your Set Value strategy selections — including included assets and estate goal inputs — are now saved directly with your plan. You no longer need to re-enter these details each time you run the Set Value strategy for the same plan.
February 26, 2026
bug
OPTI 1.65Safari Rendering Issue Resolved
Fixed a rendering issue affecting Safari users at certain window widths that caused UI elements to jitter or shift unexpectedly. Screens should now display smoothly and consistently across all supported sizes.
February 26, 2026
improvement
OPTI 1.65Support Access Request Feature Added
Support staff can now securely request temporary access to view your account during support or demo calls. Access is request-based and controlled to ensure privacy and security at all times.
February 26, 2026
bug
OPTI 1.64EVA Nominal vs. Real Setting Sync Fix
Fixed an issue where EVA retained certain nominal amounts in its knowledge base even when Advanced Settings were toggled to 'Real'.
February 19, 2026
improvement
OPTI 1.64Simple Interest Model Refactored for Speed & Stability
We’ve refactored the simple interest fixed income model to improve overall performance and numerical stability.
February 19, 2026
improvement
OPTI 1.64Improved Mobile & Small-Screen Formatting
Several screens have been updated for better formatting and spacing on mobile devices and smaller screens. Layouts should now appear cleaner and easier to navigate across different device sizes.
February 19, 2026
bug
OPTI 1.64RRSP Growth Rate Setting Now Persists Correctly
Resolved an issue on the RRSP page where switching from Dynamic to Fixed growth rates would not persist after navigating between pages. Your selected growth rate setting will now save and display correctly.
February 19, 2026
improvement
OPTI 1.63Missing Field Errors Now Clear Automatically
Error messages for missing required fields will now disappear as soon as the missing input is corrected, improving the user experience during plan setup and editing.
February 12, 2026
bug
OPTI 1.63Fix for Incorrect Lifetime Spending on CPP/QPP & OAS Page
A bug that caused the lifetime spending bar graph to display incorrect values on the CPP/QPP & OAS Optimization page has been resolved.
February 12, 2026
feature
OPTI 1.63MFA Setup Guide Now Available
A new guide and instructions for setting up Multi-Factor Authentication (MFA) have been added to the Passwords & Security page, helping users enhance account security.
February 12, 2026
improvement
OPTI 1.63Support for 0% and Negative Growth on Other Income
Users can now input 0% or negative growth rates for Other Income sources. This allows for better flexibility in testing conservative or declining income scenarios.
February 12, 2026
improvement
OPTI 1.62Multiple LIRA and LIF Accounts Now Supported
Users can now add multiple LIRAs and LIF accounts in their plans. This is especially useful for users with LIRAs and LIFs registered in different provinces, as each may have unique minimum and maximum withdrawal rules. These accounts will now appear separately in the output instead of being combined.
February 5, 2026
bug
OPTI 1.62Improved Handling of Non-Registered Capital Appreciation Rates
Previously, adjusting the dynamic capital appreciation rate would also proportionally adjust dividend and interest income. This has been updated — modifying capital appreciation now only affects that rate, leaving dividend and interest amounts unchanged.
February 5, 2026
bug
OPTI 1.62Fix for Duplicated Plans with Long Names
A bug causing issues when duplicating plans with names over 45 characters has been resolved. You can now duplicate plans with long titles without errors.
February 5, 2026
bug
OPTI 1.62Custom Plan RRIF and Spousal RRIF Editing Restored
Fixed an issue where RRIF and Spousal RRIF withdrawals were locked and uneditable in years when users were eligible to draw from them. These fields can now be edited as expected.
February 5, 2026
Showing updates for February 2026
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