Goal based planning and monitoring
OPAL enables goal-based investment decision-making. We leverage our institutional investment risk management expertise by using top-notch calculations as the core of the solution. This enables financial institutions to translate personal goals of their clients into an optimal goal based planning and monitor these goals over time.Sophisticated solution, advanced calculations, simple communications & better client engagement!
We help clients and advisors better understand their options by using ‘What-if’ analyses. Clear visual aids show the effect of investment decisions, changes in a client’s financial situation and market developments, on the probability of reaching the financial goals.For more information download our OPAL leaflet by filling out the form
Related Insights
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18 November 2020Boost the Added Value of Advice with Goal MonitoringRecent turbulence on the financial markets and the current uncertainty around the global economy highlight the necessity for frequently updated plans and goal-based strategies. Common market practice to provide a static plan to help clients reach their financial objectives, based on past performance only, is outdated. The technology to help advisors improve the investment decision making of their clients in a cost-effective and efficient way is available, so why wait?
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06 November 2020Proud sponsor of Cutter Associates Virtual MeetingsPEARL, Ortec Finance performance measurement & attribution software proud sponsor of Cutter Associates Virtual Member Meetings. Info, agenda, registration.
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15 September 2020Ortec Finance releases new and unique wealth management capabilities to the Salesforce PlatformOrtec 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. Read more in this press release.
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14 September 2020Union Investment goes live with PEARLUnion Investment, one of the most successful German fund managers, has adopted Ortec Finance’s Performance Measurement, Attribution & GIPS solution PEARL for their asset management services.
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04 September 2020Cbus chooses Ortec Finance PEARL software for performance measurement of investmentsAustralia’s Construction and Building Unions Superannuation (Cbus) has chosen Ortec Finance’s PEARL software to enhance performance measurement of its investment portfolio.
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23 July 2020Boost the added value of advice with goal monitoringOur back test and forward-looking analysis find that this methodology leads to better results than current market practice, making use of a static strategy. With goal monitoring, advisors have the tools that proactively help to add value to their clients. This will not only increase client engagement and retention, but also run their business efficiently.
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10 July 2020Climate Risk quantification for financial institutionsTwo papers on climate scenario analysis for financial institutions, written in collaboration with the Institute and Faculty of Actuaries. These papers explore how scenario analysis can be used as a tool for forward-looking assessment of climate-related risks and opportunities for financial institutions.
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01 July 2020ACC adopts Ortec Finance PEARL to improve oversight of investment performanceNew Zealand’s ACC has chosen Ortec Finance' PEARL to enhance its ability to measure its investment portfolio performance. See PRESS RELEASE.
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01 July 2020Innovation in Goal Based PlanningWe have seen that business can rapidly change due to unforeseen circumstances. Our solution gives clients and advisors access to goal based planning through realistic portfolio projections. With this series of blogs, we would like to give you a little sneak peek into our own innovation roadmap.