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. With OPAL Engine we offer a financial planning and projection engine designed to meet the needs of different business models as well as a wide range of online advice propositions. More information on OPAL Engine and/or Goal-based financial planning can be found at www.ortecfinance.com.

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