Platform Updates
Stay informed about the latest improvements, fixes, and new features we're building to make Optiml even better.
feature
OPTI 1.35Analysis Hub (Formerly Analysis Archive)
Saved Analyses now store the exact inputs used to generate each plan, allowing you to relaunch, edit, and override past analyses with full accuracy. The new 'Master Plan' designation makes it easier to maintain your core financial strategy while experimenting with alternative scenarios.
July 17, 2025
bug
OPTI 1.34Free 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 1.34CPP 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 1.34EVA & Knowledge Base Interface Improvements
Enhanced the user interface and Knowledge Base for EVA.
July 10, 2025
feature
OPTI 1.33Set 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 1.33Run 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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