Portfolio and Goal Monitoring: The Next Level in Goal-Based Planning
13 October 2022
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.
To read the full paper, please fill in your details and download your copy.
This blog post explores three approaches to measuring the impact of liabilities on SAA: actuarial simulation, replicating portfolio, and product-based dynamic liability modelling. It also compares the advantages and disadvantages of each approach in terms of accuracy and runtime efficiency, highlighting the benefits of a dynamic liability modelling approach as a fast, flexible, and efficient solution for multi-scenario SAA analyses in a full ALM context.
Conquest Planning chooses Ortec Finance to enhance its market leading financial planning platform
By providing Conquest with stochastic modelling for its volatility analysis module Ortec Finance reaffirms is position as a leading global provider of technology and solutions for risk and return management.