OPAL from Ortec Finance is a financial and wealth planning platform for banks, wealth managers and pension providers. It delivers scalable, compliant and personalised planning journeys, helping your clients reach their long-term goals with confidence.
Trusted by leading institutions across the UK and internationally, OPAL connects to your existing tech stack and is configurable to your business model, advice channel and regulatory context.
Who is OPAL for?
Wealth managers
Automating the analytical work so advisers can focus on client relationships.
Why partner with Ortec Finance?
RELIABLE — Built by experts, trusted at scale
- Trusted by major institutions including ABN AMRO, Aegon and St James’s Place
- 30-year track record serving financial clients worldwide
- Compliant by design. Proven in regulated markets.
FLEXIBLE — Fits your business. Not the other way around
- Modular or end-to-end. Your choice.
- Seamless integration with CRMs and core banking platforms
- Works with your preferred implementation partners
TRANSFORMATIONAL — A long-term partner, not just a vendor
- 96% corporate retention rate
- €14 trillion in assets managed by clients
- Goals-based planning proven to deliver 14–25% higher AUM
Trusted by leading institutions worldwide
Explore OPAL’s capabilities
OPAL Financial Planning
Goal-based planning, cashflow management,
continuous monitoring and alerts
Available in the Netherlands, UK and Ireland
Contact
Tessa Kuijl
Managing Director Global Wealth Solutions
Mark Glover
Managing Director – Head of UK Wealth ManagementRelated Insights
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22 April 2026Bank return to advice is a rare case of sequel eclipsing originalUK banks are returning to financial advice. In a tougher regulatory and digital era, can they help close the advice gap this time?
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07 April 2026Energy shock 2026: why the real market test still lies aheadThis paper explores why this energy shock is fundamentally different from previous crises, and how scenario analysis helps investors prepare for uncertainty.
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30 March 2026Keeping the financial plan aliveWhy static financial plans fail in volatile markets, and how dynamic scenario modeling keeps advice resilient, compliant, and future‑ready.
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09 March 2026PRESS RELEASE: Targeted Support may help firms address the advice gapThe FCA’s new Targeted Support regime could help firms bridge the advice gap, offering scalable, regulated support between guidance and advice.
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26 February 2026Financial firms risk missing a golden opportunity in targeted supportFinancial firms risk missing a key opportunity as targeted support could bridge the advice gap and improve outcomes for millions.
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25 February 2026PRESS RELEASE: Ortec Finance strengthens UK team with Senior Client Manager hireJamie Holland joins Ortec Finance as Senior Client Manager, supporting our growing UK wealth management client base.
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30 January 2026Quarterly Outlook: Q4 2025The outlook is based on the Ortec Finance Economic Scenario Generator (ESG) and offers our perspective on recent developments in the economy and capital markets.
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04 December 2025PRESS RELEASE: Ortec Finance and NextWealth unveil new industry research: Innovation with IntegrityUK wealth firms call for evidence-led, explainable tech to scale advice safely. New Ortec Finance & NextWealth report reveals five innovations.
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04 December 2025Innovation with integrity
UK wealth firms call for evidence-led, explainable tech to scale advice safely. New Ortec Finance & NextWealth report reveals five innovations.