Wealth managers face a persistent tension: the analytical demands of wealth planning versus the time clients actually value most, personal, relationship-driven advice. In today’s client-centric, regulation-driven environment, that tension is intensifying.
OPAL from Ortec Finance resolves it. Deployed by leading wealth managers across the UK and internationally, OPAL automates the analytical groundwork so your advisers can focus on what matters: helping clients reach their long-term goals with confidence.
With OPAL, your advisers can:
Access real-time intelligent forecasts that adapt instantly to market changes and client goals.
Show clients clearly and confidently what is attainable with their invested money under different scenarios.
Automate admin tasks, freeing time for deeper, higher-value client relationships.
UK’s largest wealth manager: less admin, more advice
The UK’s leading advice-led wealth manager partnered with Ortec Finance to create a seamless end-to-end experience where client data flows effortlessly from Salesforce directly into OPAL, eliminating manual data re-entry and freeing advisers to focus on delivering good client outcomes.
OPAL is fully integrated with Salesforce. It provides each client with a personal, goal-based financial plan and sends automated alerts whenever goals drift from their planned trajectory. Integrated risk profiling tools ensure each portfolio stays aligned with the client’s attitude to risk and capacity for loss. All activity is captured for audit purposes.
Contact
Tessa Kuijl
Managing Director Global Wealth Solutions
Mark Glover
Managing Director – Head of UK Wealth ManagementRelated Insights
-
01 May 2026Quarterly Outlook: Q4 2025The outlook is based on the Ortec Finance Economic Scenario Generator (ESG) and offers our perspective on recent developments in the economy and capital markets.
-
28 April 2026PRESS RELEASE: Ortec Finance launches OPAL Targeted Support BETA to help advice firms move beyond complianceTargeted Support is live. Ortec Finance launches OPAL Targeted Support to help advice firms deliver the regime effectively at scale.
-
22 April 2026Bank return to advice is a rare case of sequel eclipsing originalUK banks are returning to financial advice. In a tougher regulatory and digital era, can they help close the advice gap this time?
-
20 April 2026OPAL Targeted Support
OPAL Targeted Support helps advice firms deliver the regime effectively at scale.
-
07 April 2026Energy shock 2026: why the real market test still lies aheadThis paper explores why this energy shock is fundamentally different from previous crises, and how scenario analysis helps investors prepare for uncertainty.
-
30 March 2026Keeping the financial plan aliveWhy static financial plans fail in volatile markets, and how dynamic scenario modeling keeps advice resilient, compliant, and future‑ready.
-
09 March 2026PRESS RELEASE: Targeted Support may help firms address the advice gap
The FCA’s new Targeted Support regime could help firms bridge the advice gap, offering scalable, regulated support between guidance and advice.
-
26 February 2026Financial firms risk missing a golden opportunity in targeted supportFinancial firms risk missing a key opportunity as targeted support could bridge the advice gap and improve outcomes for millions.
-
25 February 2026PRESS RELEASE: Ortec Finance strengthens UK team with Senior Client Manager hireJamie Holland joins Ortec Finance as Senior Client Manager, supporting our growing UK wealth management client base.