Platform Updates
Stay informed about the latest improvements, fixes, and new features we're building to make Optiml even better.
bug
OPTI 1.19Joint Non-Registered Account Missing from Net Worth
Fixed visual bug on Input Summary page where Joint Non-Registered account was missing from Net Worth section.
March 27, 2025
improvement
OPTI 1.19Cash Account Growth
You can now apply a custom annual growth rate to your cash savings account and minimum cash balance. This helps reflect more realistic scenarios, such as interest earned on high-interest savings accounts.
March 27, 2025
improvement
OPTI 1.19Defined Benefit Pension - Partial Indexing
We've added the ability to customize the annual growth rate of your Defined Benefit Pension to reflect partial inflation indexing (e.g., 60% of inflation). This makes it easier to model your pension income more accurately.
March 27, 2025
improvement
OPTI 1.18Wealthica Stability Updates
Fixes to ensure failed account additions are not unintentionally stored, preventing duplicate or incorrect data from being added.
March 20, 2025
bug
OPTI 1.18Bug Fixes & Improvements
Various enhancements to improve performance, stability, and overall user experience.
March 20, 2025
improvement
OPTI 1.18New Analysis Reminder Popup
When making changes and returning to the dashboard, a popup will now notify you that a new analysis needs to be run for updates to apply to your plan. This improves clarity and helps prevent confusion.
March 20, 2025
improvement
OPTI 1.17Survivor Benefits
If you hold a Defined Benefit Pension and have a shorter life expectancy than your spouse, you will now be asked about survivor benefits to ensure proper planning.
March 13, 2025
improvement
OPTI 1.17Life Insurance Updates
Life insurance fields have been updated to reflect the new life expectancy feature. Be sure to review and update your policy details for the most accurate projections.
March 13, 2025
feature
OPTI 1.17CSV Formulae
The CSV export now includes formulas, making it easier to understand how values are calculated and ensuring full transparency in your financial planning.
March 13, 2025
feature
OPTI 1.17Life Expectancy
Set your life expectancy on the Profile page to improve spousal planning. For couples with large age gaps, the longest surviving spouse will now take over assets while accounting for taxes.
March 13, 2025
feature
OPTI 1.16Joint Non-Registered Accounts
You can now add Joint Non-Registered accounts in your analysis for better tax optimization with your spouse. Wealthica users will see previously split Non-Registered accounts now recognized as Joint when linked.
March 6, 2025
feature
OPTI 1.16Cashflow Tab in CSV Export
The Cashflow view is now available in your CSV export, giving you a clear breakdown of all money flowing in and out for any given year.
March 6, 2025
feature
OPTI 1.16New FHSA Option – Use It for Tax Benefits Without Buying a Home
If you have an FHSA but don’t plan to buy a home, you can now select 'No Purchase' in the Home Purchase Date dropdown. This allows your FHSA to act as additional RRSP contribution room and convert to an RRSP after 15 years.
March 6, 2025
Showing updates for March 2025
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