Related Insights
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OPAL for SalesforceThe OPAL app enables wealth managers and advisors to monitor their client’s financial goals.
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OPAL PlanningOPAL Planning supports banks, advisors and wealth management firms to translate client financial goals into an optimal investment strategy.
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OPAL WealthThe OPAL Wealth platform provides forward-looking insight into the client’s on- or of-track status, regarding their investment objectives.