Rotterdam, Netherlands, September 15, 2020

Ortec Finance has released brand new functionality with the OPAL app release on the Salesforce AppExchange that enables wealth managers and advisors to monitor their client’s financial goals. This unique app uses the OPAL Goal-Based Planning engine that links investment portfolios to financial goals and tracks the progress over time on a daily basis, based on actual portfolio values and economic projections that reflect the latest market conditions.

The availability of the OPAL app on the Salesforce platform will help wealth managers and advisors to increase and add more value to client engagement through pro-actively monitoring financial goals over time. The OPAL app supports advisors to efficiently manage all plans and portfolios in their book, by means of daily updates of goal feasibility, off-track signaling and call-to-actions. The tooling helps advisors to find out which client needs immediate attention and support to get their plans back on track.

The Salesforce AppExchange is the leading enterprise cloud marketplace. It is where you will find over 5,000 solutions to help extend Salesforce into any department or industry. With OPAL as added functionality on Salesforce, financial institutions can further leverage the added value of Salesforce by optimizing client experience and managing large books of businesses more efficiently. The OPAL app has an optional plug-and-play integration with Docomotion, to efficiently enable advisors translating their proposals into a client-facing report.

Iwan Schafthuizen, Partner Managing Director Goal Based Planning at Ortec Finance:

We are proud that the OPAL app addresses some of the major challenges in the traditional advice process. Through conversations with many advisors globally, we found that only a minority of clients receive some sort of planning when starting to invest. On top of that, plans are often static documents and clients’ financial goals are not monitored. The app on Salesforce makes goal-based planning and especially the monitoring of goals accessible to all advisors and as a result, to all of their clients.

About Ortec Finance and OPAL

Ortec Finance is the leading provider of technology and solutions for risk and return management.

It is our purpose to enable people to manage the complexity of investment decisions. OPAL facilitates goal-based planning and monitoring of goals. It is a software solution based on proven asset and liability management techniques from the world of institutional investments and crucial for supporting and improving investment decision making. We do this by leveraging our world-class institutional scenario engine as the core of the solution. OPAL enables financial institutions and advisers to translate their clients personal goals into an optimal investment plan and monitor these goals over time.

Ortec Finance is headquartered in Rotterdam and has offices in Amsterdam, London, Toronto, Hong Kong, Zurich and Melbourne, with more than 500 customers represented over 20+ countries, a retention rate of 96% and 3 trillion euro total assets managed by our clients.

For more information visit: www.ortecfinance.com/OPAL

About Salesforce

Salesforce is the global leader in Customer Relationship Management (CRM), bringing companies closer to their customers in the digital age. Founded in 1999, Salesforce enables companies of every size and industry to take advantage of powerful technologies—cloud, mobile, social, internet of things, artificial intelligence, voice and blockchain—to create a 360-degree view of their customers. For more information about Salesforce (NYSE: CRM), visit: www.salesforce.com.

More information

For more information visit: https://www.salesforce.com/eu/solutions/appexchange

For more information about this release and OPAL, please contact: Iwan Schafthuizen

Contact

Iwan Schafthuizen
Managing Director Business Development
+31 6 2062 00 86