Goal-based financial 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 financial 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.

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Sophisticated solution, advanced calculations, simple communications & better client engagement!

More information on OPAL Engine and/or Goal-based financial planning can be found at www.ortecfinance.com.

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