Neil Greenbaum

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.

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.

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?

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.