OPAL Wealth - A new OPAL platform that enhances client engagement through goals based wealth management

About this session

In this session, Richard Owen, Vice President located in our Toronto office, introduces a new OPAL platform being developed and based on the input from multiple North American wealth management firms. The new platform enables advisors to enhance client engagement through goal based wealth management, through a powerful and intuitive user interface.

Richard Owen

Business Development North America
Ortec Finance

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OPAL Wealth - A new OPAL platform that enhances client engagement through goals based wealth management

About this session

Richard Owen

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