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:

  • 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

  • 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.

  • 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.

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