EATT 2023 Disturbance Demo – OPAL by Ortec Finance
“Goal based financial planning & modelling”
OPAL’s core mission is to help people with investment decisions. OPAL enables advisors to provide timely, insightful and valuable advice at scale. The result is more engaged clients, enhanced relationships, consistent advice and, ultimately, a business that can scale and grow.
This Goal Based Planning solution is unique on the market as it uses realistic portfolio projections of institutional quality for more than 700 global asset classes which can be tailored to the bank’s or wealth manager’s products and investment strategies.
OPAL is fully localized for UK pensions, products and taxes. St. James’s Place is using OPAL for advisory and monitoring.
In their own words:
“Ortec Finance is a global provider of technology and solutions for financial risk and return management, helping institutional and private investors to manage the complexity of investment decisions. Our global and long-standing client base comprises leaders in the pensions, insurance, asset management, and private wealth management markets.
OPAL is Ortec Finance’s flagship wealth & cashflow planning tool that aims to provide advisers with the ability to model a client’s assets, liabilities, income and expenditures in order to create a goal-based future financial plan and support investment decisions in an optimal way. Not only during an advisory stage but also monitoring these goals and risks over time and providing calls to action when clients are off track from reaching their goals.
Major OPAL clients are tier-1/2 banks and wealth managers/ Robo advisors and leading pension providers. In the UK St. James’s Place is using the OPAL solution.”
Product Displayed: OPAL
Presenter: Ronald Janssen & Iwan Schafthuizen