OPAL Wealth Planning converts your clients’ personal financial goals, and risk appetite into a suitable investment portfolio and monitors the advice. It draws on Ortec Finance’s Dynamic Scenario Generator —built on 35+ years of serving the world’s leading institutional markets— bringing the same quality of economic modelling used by major asset managers and pension funds to your organisation.
What OPAL Wealth Planning delivers:
Realistic wealth projections
A powerful stochastic projection engine generates real-world economic scenarios built on sophisticated analysis of historical behaviour and 35+ years of institutional experience. Clients see credible, forward-looking pictures of what their wealth can achieve.
Portfolio insights that drive better decisions
Generate meaningful portfolio insights and align capital market assumptions and model portfolios consistently across all divisions and client segments, so every adviser is working from the same authoritative view.
Configurable to your investment strategy
Benchmark selection is customisable and allocation strategies (lifecycle, rebalance and others) can be tailored to individual client goals. Clear visual aids make risk and return straightforward to communicate.
More engaged clients, stronger relationships
When clients see realistic, personalised projections tied to their own goals, they understand their options and feel confident acting on them. The result is higher engagement, deeper trust and a wealth management business built to scale and grow.
Advanced APIs for seamless integration
Flexible, real-time APIs connect to your existing architecture, whether hosted in a private cloud (SaaS) or on premises. Supports the full range of advice models, from robo platforms and DC pension portals to hybrid and full holistic financial planning.
Global solution, local implementation
Ortec Finance’s expert team implements OPAL to meet the specific regulatory and operational requirements of your market, wherever you operate.
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 |
Contact
Tessa Kuijl
Managing Director Global Wealth Solutions
Mark Glover
Managing Director – Head of UK Wealth ManagementRelated Insights
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28 April 2026PRESS RELEASE: Ortec Finance launches OPAL Targeted Support BETA to help advice firms move beyond complianceTargeted Support is live. Ortec Finance launches OPAL Targeted Support to help advice firms deliver the regime effectively at scale.
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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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20 April 2026OPAL Targeted Support
OPAL Targeted Support helps advice firms deliver the regime effectively at scale.
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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 gap
The 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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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.