How will my assets develop under various volatile circumstances? What steps do I have to take to make my financial plan sustainable? Reliable information on risk, return and the probability of meeting future goals is essential when making financial decisions. Scenario analysis provides this information by visualizing how assets will most likely develop over time. It also demonstrates the impact of investment decisions, changes in a client’s financial situation and market developments.
Platform for goal based planning and monitoring
OPAL platform is our goal based solution that has specifically been developed to address the needs of different business models as well as a wide range of online propositions for goal based planning and monitoring.
From a client intake module and risk-profiling tool to (online) client reporting and proactive monitoring – OPAL offers you solutions for all stages in a goal-based advisory process. With OPAL, you can translate personal goals into an optimal investment strategy. This client-centric approach further increases the likelihood of meeting your client's expectations and improves business retention. By integrating OPAL, for goal-based strategic planning and goal-based investing, risk and return are communicated consistently across the entire product range and business models, resulting in a uniform investment experience.
We are not afraid to challenge each other
Tom Loonen of InsingerGilissen is convinced that the work of private bankers will not be made superfluous by digitization. Which does not take away the fact that digitization produces good tools that can help him facilitate customers.
“We appreciate that Ortec Finance positions itself as an independent party that also dares to pose critical questions about our governance, investment policy, and how we guarantee good risk management.”