Optiml feature
EVA, Your AI Assistant
Never make a financial decision alone again. EVA knows your plan and gives you straight answers.
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.
How it works
4 steps, start to finish
Open EVA from anywhere in Optiml
EVA is always available inside the platform. Ask a question at any point, while reviewing your plan, exploring a scenario, or evaluating a strategy.
Ask in plain language
No need for technical phrasing. Ask exactly what you are thinking: 'Should I delay my CPP?', 'What happens to my RRSP when I die?', 'Can I afford to retire at 58?'
EVA references your plan in its response
EVA does not give generic textbook answers. It answers based on your actual numbers, your account types, your goals, and the strategies that apply to your situation.
Act on the answer
EVA's answers are designed to help you make decisions inside Optiml. If a strategy is suggested, you can explore it directly in your plan and see the real impact.
Good to know
EVA, Your AI Assistant, 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.
What is 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.
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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