New decision-making framework identifies targeted support-ready clients at scale, generates group-based actionable suggestions, and tracks outcomes against goal feasibility — now available in BETA following the FCA’s 6 April go-live.
London, 28 April 2026 - Ortec Finance, the global provider of risk and return management solutions, today announces the BETA launch of OPAL Targeted Support: a framework designed to help wealth management and financial advice firms deliver on the operational reality of Targeted Support, not just its regulatory threshold.
Targeted Support came into force under FCA rules on 6 April 2026, creating new obligations for firms to provide targeted, personalised guidance to retail customers at scale. While much industry discussion has focused on compliance, Ortec Finance argues that the more complex challenge is operational: identifying which clients qualify, determining what to say to them, and measuring whether the support is working.
OPAL Targeted Support addresses that challenge directly through three capabilities:
- Client identification: OPAL Targeted Support connects to a firm’s existing data environment and identifies targeted support-ready clients across the full client book, without manual triage.
- Group-based, actionable suggestions at scale: rather than generating individual case-by-case recommendations, OPAL Targeted Support produces group-based outputs that advice teams can act on systematically.
- Outcome tracking with goal feasibility MI: OPAL Targeted Support tracks whether the support is working, measured against each client’s goal feasibility. The management information dashboard is available as a Salesforce integration or bespoke build.
The product is being released in BETA, a decision Ortec Finance describes as deliberate rather than cautionary. Pilot firms gain early access to the product, direct input into its development roadmap, and the advantage of operational readiness ahead of the broader market.
“Compliance tells you whether you have crossed the line. OPAL Targeted Support tells you what to do next: for which clients, using which approach, and whether it worked. We built it because we believe the advice gap will not be closed by regulation alone. It requires the right tools, applied at scale.” says John O’Driscoll, Managing Director OPAL Financial & Wealth Planning at Ortec Finance.
Ortec Finance has been developing OPAL Targeted Support in response to the operational questions raised by the new regime, drawing on its existing capabilities in financial planning analytics and goal feasibility modelling.
Mark Glover, Head of UK & Ireland Wealth Management at Ortec Finance comments: “The firms we speak to are not struggling with whether to comply with Targeted Support. They are struggling with how to make it work at the scale of their client books. OPAL Targeted Support is our answer to that. We are releasing it now, in BETA, because the firms that engage with it earliest will be best placed as implementation matures.”
Pilot engagements are now available. Firms interested in participating can register via the button below.
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