OPAL is Ortec Finance’s flagship wealth & cashflow planning (goal-based planning & monitoring) tool that aims to provide advisers with the ability to model a client’s assets, liabilities, income and expenditure in order to create a goal based future financial plan and support investment decisions in an optimal way.

Advisers can login for FREE to access our detailed analysis, key functionality and supplier contact details.

HIGH-LEVEL FUNCTIONALITY

This content is restricted

KEY FUNCTIONALITY

This content is restricted

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request.

 

OTHER PRACTICE AREAS: