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
-
25 February 2021Ronald Janssen is speaking at the Digital Integration in Wealth Management 2021We are delighted to announce that we are proud sponsors of Arena’s Digital Integration in Wealth Management.
-
17 February 2021Lisa Eichler is Presenting at CAiP Virtual Forum 2021Join us at the CAiP virtual forum on February 25th! Our Climate & ESG Solutions Co-Head Lisa Eichler, will host a session on climate scenario analysis, together with Laura Zizzo, CEO & Co-Founder of Manifest Climate.
-
12 February 20212020 Customer Satisfaction Survey shows once again consistent high scoresFor the third year in a row, the survey shows consistent high scores on satisfaction!
-
12 February 2021New Year, New US President - What does a Biden Presidency mean for climate action and what can we expect from the United States in the coming years?
New Year, New US Presidency. Never has objective information on where the world is heading in combination with comprehensive scenario analysis been more important.
-
09 February 2021Goal Priorities in Multi-Goal Based PlanningIncrease client engagement and further improve the value and quality of advice by adopting a goal-based approach. As financial advice shifts more and more to a client-centric approach, bank and wealth managers must ensure the product they are selling matches the goals of their clients. Learn more on how to become THE wealth coach for your clients in our blog.
-
04 February 20215 Ways Investors Can Seize The Opportunity of Net Zero“We know that climate risk is investment risk. But we also believe the climate transition presents a historic investment opportunity.” Larry Fink, BlackRock, 2021
The global investment community is in agreement on the direction of climate action: Net Zero by 2050, which implies ensuring that your portfolio emits 7 – 10% less emissions each year from now until 2050. This is a big job, but a doable one. Here are five thoughts to help you on your way. -
25 January 2021Quarterly Outlook: December 2020The outlook is based on the Ortec Finance Economic Scenario Generator (ESG) and offers our perspective on recent developments in the economy and capital markets.
-
14 January 2021PRESS RELEASE: Russ Bowdrey new Client Servicing Team Lead for Ortec Finance’s Climate & ESG SolutionsOrtec Finance, the leading global provider of technology and solutions for risk and return management, is proud to welcome Russ Bowdrey as Team Lead, Client Servicing for our Climate & ESG Solutions.
-
17 December 2020Looking back at one year in the Australian officeIn January 2020 Ortec Finance opened its office in Melbourne and appointed Stefano Lee to head up the office as Managing Director for Australia and New Zealand.