13 October 2022Portfolio and Goal Monitoring: The Next Level in Goal-Based Planning
For individual investors and their advisors, this technology can help elevate the advice and management of client goals and enhance the operational efficiency of advisor practices, ultimately helping build better client outcomes.
11 July 2022Transform your practice with advanced scenario analysis
For individual investors and their advisors, leveraging an institutional-quality technological solution can help elevate the planning and management of client goals and enhance the operational efficiency of advisor practices, ultimately helping build better client outcomes in uncertain markets.
20 June 2022Practice building made easier with advanced portfolio projection models
Being able to provide a sophisticated analysis of risk–return scenarios for clients offers a clearer line of sight into a client goals, no matter what the market brings.
27 May 2022Better client outcomes through advanced portfolio projection
A better portfolio projection model can offer more realistic and useful insights for advisors and their clients in changing market conditions. What should an advisor look for?
04 May 2022Why Monte Carlo is not enough: Analyzing portfolio risk in the New Normal
Traditional models of portfolio planning and projection are not enough in these market conditions. Moreover, the models often thought of as an improvement, based on simplistic Monte Carlo simulations, also fall short.
OPAL for Salesforce
The OPAL app enables wealth managers and advisors to monitor their client’s financial goals.