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Platform Updates

Stay informed about the latest improvements, fixes, and new features we're building to make Optiml even better.

bug

OPTI 1.34

Free Trial Saved Analysis Count Fix

The number of saved analyses during the free trial now accurately reflects the limits of each subscription plan.

July 10, 2025

bug

OPTI 1.34

CPP Contribution Limit Bug Fix

Resolved an issue where users could input CPP contributions above the allowable cap. Input limits now properly enforced.

July 10, 2025

improvement

OPTI 1.34

EVA & Knowledge Base Interface Improvements

Enhanced the user interface and Knowledge Base for EVA.

July 10, 2025

feature

OPTI 1.33

Set Value Analysis: Pre-Tax or After-Tax Option

You can now choose to set your estate goal as either pre-tax or after-tax. Optiml will adjust your plan accordingly to help you reach your target in the most efficient way, based on how you think about your future legacy.

July 2, 2025

feature

OPTI 1.33

Run Insights in the Background

You can now run Success Score and CPP/OAS Optimizer analyses without staying on the page. Once started, the analysis will continue running in the background. A checkmark icon will appear in the sidebar to let you know when results are ready.

July 2, 2025

Showing updates for July 2025

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