About OPAL Wealth
OPAL Wealth uses realistic portfolio projections of institutional quality. These projections are based on monthly updated economic scenarios for more than 700 asset classes that can be linked to client financial goals. OPAL Wealth enables banks, advisors and wealth managers to provide forward-looking projections of client portfolios and assessment of long term financial goals. The tool also enables them to monitor its progress efficiently through dynamic updates that track the conditions and outlook on financial markets.
OPAL Wealth in 1 minute
Available as plug and play UI or flexible REST API
OPAL Wealth can be deployed as a plug and play user interface that supports advisors to efficiently support their client base with forward looking portfolio insights and timely advice. The user interface 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 Wealth 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
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Forward looking portfolio Projections
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Linking multiple accounts
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Automated suggestions
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Advisor Dashboard
Forward looking portfolio Projections and insights into risk and return based on more than 700 global asset classes.
Linking multiple accounts to multiple goals and insights into feasibility of client goals.
Automated suggestions to improve goal feasibility, based on a target probability or priority of goals.
Advisor Dashboard with daily updated monitoring for signaling off track client goals.
Discover our Goal Based Wealth Management solution
Forward-looking insights into whether clients are on-track related to their investment objectives, to support timely advice, efficiently, at scale.
Read more on our Goal Based Wealth Management solution Request a demo
For more information download our OPAL Wealth brochure by filling out the form.
Contact
Neil Greenbaum
Executive Vice President, Sales & Partnerships North AmericaRelated Insights
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09 April 2024PRESS RELEASE: Ortec Finance releases integrated economic and climate scenariosFind out more about the industry’s first integrated economic and climate risk management tool.
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04 April 2024Quarterly Scenario Webinar - ‘Buy equities at the top?’Join us on our April 18 webinar where our in-house experts Patrick Tuijp and Sophie Heald will be guiding you through our Quarterly Scenario outlook ‘Buy equities at the top?’.
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03 April 2024PRESS RELEASE: Ortec Finance selected once again as a leading WealthTech provider within top ranking listThe prestigious WealthTech100 2024 list, distinguishes the most innovative technology providers that are transforming the operations of investment firms, private banks, and financial advisors. Ortec Finance selected once again!
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02 April 2024PRESS RELEASE: Ortec Finance and Salesforce Partner to Deliver AI and Data-Driven Personalized Finance and Goal Planning for ClientsOrtec Finance and Salesforce, the global leader in CRM, announced a partnership to deliver a more data-driven personalized finance and scalable wealth advice experience for Ortec Finance customers using Salesforce Financial Services Cloud (FSC).
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19 March 2024In-House Student Day: Thursday 30 May, 2024 - RotterdamCalling all students! Join us for an unforgettable day of insights and inspiration at our exclusive In-House Student Day.
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12 March 2024WEBINAR: 2024 Ortec Finance Climate ScenariosLearn how to utilize Ortec Finance’s 2024 climate scenarios to help inform investment decisions
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12 March 2024Should investors still assume the world can realistically achieve net-zero by 2050?What are the potential investor implications if this goal is not achieved?