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How the OPAL Planning tool helps achieve client goals

Posted by Adam Flowers | Apr 28, 2021 | Cash Flow Modelling, Insights, Portfolio Analysis, Portfolio Rebalancing, Retirement Planners, Risk Profiling, System Review | 0 |

How the OPAL Planning tool helps achieve client goals

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PreviousBringing Cashflow Modelling to the Masses: March AdviceTech Forum Part 1
NextPortfolio Analysis

About The Author

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Adam Flowers

Adam joined Financial Technology Research Centre ​in April 2020, having previously spent four years ​working as a paraplanner with Willis Towers Watson. Prior to this Adam worked for Succession Group, assisting their advisers in delivering product ​recommendations to clients and Vintage Financial, a medium-sized London based IFA.​ ​Adam leads the development of our AdviserSoftware.com ​website and our monthly Adviser Software Insight report. Outside of work, Adam enjoys spending time with his wife and two children, watching films and follows Manchester United Football Club.

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