OPAL Financial Planning is the client-facing layer of the platform. It gives your advisers and relationship managers the tools to build personalised, goal-based financial plans, and then keep those plans on course automatically, as markets shift and personal circumstances change.

Part of the OPAL Financial & Wealth Planning platform from Ortec Finance, deployed by leading financial institutions across the UK and internationally.

What OPAL Financial Planning delivers:

Goal-based planning

Help clients identify, prioritise and set financial goals. High-quality scenario projections continuously show what is achievable and flag when action is needed.

Integrated cashflow planning

Account for inflation risk, currency risk, taxation and cost of services to build tailored projections. Identify potential budget shortfalls or surpluses before they become problems.

24/7 monitoring, alerts and calls to action

Clients’ financial situations and goals are monitored automatically around the clock. Advisers and clients receive timely alerts whenever a plan deviates from its trajectory.

Risk profiling

Align and monitor each client’s portfolio with their attitude to risk and capacity for loss — at onboarding and throughout the entire relationship.

Compliance-ready

All activity is captured and documented, supporting the audit trails required in regulated markets across the UK and internationally.

Ready to see OPAL in action?

Talk to our team about your organisation’s needs and how OPAL can address them.


Book a demo   Contact us

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