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 |

About The Author

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.