Are advisors truly monitoring client investment goals? Does your advisor practice have the ability to efficiently track client portfolios against client goals, on a real-time basis? With recent market shocks and the future still uncertain, a scalable and dynamic wealth management solution is more important than ever. Unfortunately, the traditional methods for planning a portfolio, managing and monitoring its progress towards client’s financial goals have inherent blind spots.
This whitepaper supports advisors with an innovative way to manage client goals, enhance operational efficiency and add client value. Ortec Finance’s OPAL Wealth Solution provides clients and advisors with a realistic picture of the full range of uncertainties that lies ahead, taking into account complexities that shape how, in reality, risk and return evolve across the investment horizon and over time.
For individual investors and their advisors, this technology can help elevate the advice and management of client goals and enhance the operational efficiency of advisor practices, ultimately helping build better client outcomes.