Goal-based planning and monitoring using OPAL Engine
Clients’ goals are an important starting point in financial advice. High quality projections of Ortec Finance show the effect of investment decisions, changes in a client’s financial situation and market developments on the feasibility of these goals. OPAL Engine opens up goal-based planning and monitoring to any online financial tool set.
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 financial plan and monitor these goals over time.
Conquest Planning chooses Ortec Finance to enhance its market leading financial planning platform
By providing Conquest with stochastic modelling for its volatility analysis module Ortec Finance reaffirms is position as a leading global provider of technology and solutions for risk and return management.