We help clients and advisors better under- stand their options by using ‘What-if’ analyses. Clear visual aids show the effect of investment decisions, changes in a client’s financial situation and market developments, on the probability of reaching the financial goals.

Goal-based financial planning and monitoring

With OPAL Platform clients and advisors can capture, measure and communicate risk and return and comply with the latest regulatory frameworks. OPAL Platform facilitates all stages of the advisory process: from a client intake module and risk-profiling tool to (online) client reporting and proactive monitoring. It is the solution for Goal-based financial planning and monitoring.

For more information download our OPAL leaflet

cover OPAL

Download your copy

By submitting my contact information, I confirm that I have read the Ortec Finance Privacy statement, which explains how Ortec Finance collects, processes and shares my personal data. I consent to my data being processed with Ortec Finance's Privacy Policy. Ortec Finance can optimize my experience with the Ortec Finance brand.

We respect your privacy