Neil Greenbaum

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.

The OPAL app enables wealth managers and advisors to monitor their client’s financial goals.

OPAL Planning supports banks, advisors and wealth management firms to translate client financial goals into an optimal investment strategy.

The OPAL Wealth platform provides forward-looking insight into the client’s on- or of-track status, regarding their investment objectives.