Register for our upcoming OPAL webinar series
OPAL from Ortec Finance brings goals-based financial planning and continuous client monitoring together in one platform, available to SJP Partners. Join our practical online sessions, starting xxx, and discover how it can help you support more clients.
What the series will cover
Practical sessions, led by our specialists, on how OPAL from Ortec Finance supports you across:
- Financial planning: goals-based cash flow and retirement planning
- Investment planning: risk profiling and portfolios linked to client goals
- Scenario modelling: built on the institutional-grade modelling Ortec Finance provides to pension funds and insurers worldwide
- Client monitoring: continuous tracking of your clients' portfolios against their goals, with alerts when action is needed
So you don't just create the plan, you keep it on track.
Prefer a one-to-one conversation? Request a personal demo