OPAL Planning provides forward-looking insights into whether clients are on-track regarding their investment objectives. Together with a fully integrated cash flow planning tool for a holistic view on the client situation, the tool addresses both income and investment risk.
About OPAL Planning
OPAL Planning uses realistic portfolio projections of institutional quality, based on monthly updated economic scenarios for more than 700 asset classes, which can be linked to client financial goals. Additionally, OPAL Planning offers a fully integrated cash flow planning to enable easy identification of possible budget shortfalls or surpluses, which supports efficient decisions. OPAL Planning differentiates itself from all other financial planning tools by integrating the effect of investment risks on the realization of expenditure goals. OPAL Planning can be deployed through three different modules:
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OPAL Wealth Planning & Monitoring
Supports advisors with MiFiD II compliant product advice related to suitability and appropriateness -
OPAL Retirement Planning & Monitoring
Enables enhanced product advice, through a holistic overview of a client’s financial situation based on an integrated cash flow plan -
OPAL Financial Planning & Monitoring
Provides additional functionality with further insights into life events such as early death.
Available as plug and play UI or flexible REST API
OPAL Planning can be deployed as a plug-and-play user interface that supports advisors to efficiently support their client base with Goal-Based Planning and/or Retirement Planning. The application can be linked to external data sources, supports single sign on and the look and feel can be adjusted to provide a seamless experience for the user.
OPAL Planning is also available as a high speed REST API, which enables organizations to implement the capabilities directly into existing platforms or client-facing web applications, e.g. to support robo-advice client journeys, hybrid advisor experience or other technology platforms such as CRM, Portfolio Management or Financial Planning software.
Features
Discover our solutions for this industry
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Goal Based Planning
Translate client financial goals into an optimal investment strategy that reflects their personal ambitions, cash flows and risk appetite and monitor the progress over time.
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Retirement Planning
Enable clients to fund their lifelong retirement expenses through an integrated accumulation and decumulation strategy or discover options such as early retirement or other financial goals.
For more information download our OPAL leaflet by filling out the form.
Contact
Iwan Schafthuizen
Managing Director Business Development
Richard Owen
Business DevelopmentRelated Insights
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05 May 2021Willemijn Verdegaal is speaking at Responsible Investor UK 2021Willemijn Verdegaal will be speaking at RI UK 2021 by Responsible Investor! This session will discuss data challenges, ESG disclosure, and the impact of the incoming EU regulations for investors. More info and access to the full agenda and registration link here.
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04 May 2021Ortec Finance featured in the WealthTech100 list as one of the world’s most innovative WealthTech company in 2021For the third consecutive year, we are proud to be featured as one of the top 100 most innovative WealthTech companies in the world with our OPAL solution. The prestigious list recognizes solution providers for their innovative use of technology to solve a significant industry problem, or to generate cost savings or efficiency improvements. This year’s editions also features an interview with Ronald Janssen, our Goal Based Planning solution head.
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26 April 2021Not attended our Q1 2021 Scenario Webinar – Introducing our latest innovation: a credit rating transition module? Download hereDownload materials if you missed our Q1 webinar - Introducing our latest innovation: a credit rating transition module by Alex Boer and Patrick Tuijp.
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26 April 2021Quarterly Outlook: March 2021The outlook is based on the Ortec Finance Economic Scenario Generator (ESG) and offers our perspective on recent developments in the economy and capital markets.
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22 April 2021Protecting the climate, saving the earthToday, on Earth day, the Leaders’ Summit on Climate will underscore the urgency – and the economic benefits – of stronger climate action. It will be a key milestone on the road to the United Nations Climate Change Conference (COP26) this November in Glasgow.
At Ortec Finance, we will be monitoring the developments closely and of course will be including all the latest developments in our Climate MAPS & Climate ALIGN updates as companies and investors will have to adapt their own strategies and climate scenarios. -
01 April 2021Join our webinar Currency attribution: putting theory into practiceJoin our webinar Currency attribution: putting theory into practice. Bas Leerink, Team leader Global Implementations PEARL, will guide you through the relevant theory and show you how this is put into practice.
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01 April 2021Ortec Finance’s OPAL featured as industry expert in WealthBriefing’s Technology Traps Report
The wealth industry’s efforts to automate (parts of) the advice process are progressing fast. Yet as ever, achieving progress is not without its challenges. This publication presents the collective insight of technology thought leaders around the world to help firms avoid technology traps. Read the full publication here.
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12 March 2021Ton van Welie, CEO Ortec Finance, announces 2021 virtual Client ConferenceTon van Welie, CEO Ortec Finance, announces 2021 virtual Client Conference for May 18 and 20.
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08 March 2021UNEP FI Recognizes Ortec Finance’s Climate & ESG Solutions as Important Climate Risk Assessment ToolsOrtec Finance’s Climate MAPS, Climate PREDICT, and Climate ALIGN were recognized as important tools for climate risk assessment in the latest United Nations Environment Programme Finance Initiative (UNEP FI) climate report The Climate Risk Landscape.