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
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Asset Management / Banks Retail and Private / Housing Associations / Independent Financial Advisors / Insurance Companies / Municipalities / Pension Funds / Sovereign Wealth Funds / Wealth Management / Asset Allocation / Asset Liability Management / Climate ESG Solutions / Economic Scenario Generator / Goal Based Planning / Performance Measurement and Attribution / Real Estate Management / Real Estate Valuation / Retirement Planning / Risk neutral scenarios / Strategic Risk Management / Wealth Planning and Monitoring -
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Asset Management / Pension Funds / Sovereign Wealth Funds / Wealth Management / Asset Allocation / Asset Liability Management / Climate ESG Solutions / Economic Scenario Generator / Goal Based Planning / Performance Measurement and Attribution / Strategic Risk Management / Wealth Planning and Monitoring