About this session
In this session we introduce a new OPAL platform being developed. This platform is based on the input from multiple North American wealth management firms. The new platform enables advisors to enhance client engagement through goal based wealth management, through a powerful and intuitive user interface.
Materials available
If you missed parts of this session, or are interested to learn what has been discussed, please download the presentation by filling out the form.
Related Insights
-
23 July 2024In-House Student Day: Thursday September 19, 2024 - RotterdamCalling all students! Join us for an unforgettable day of insights and inspiration at our exclusive In-House Student Day.
-
09 July 2024OPAL migrated to corporate cloud-native platform, in collaboration with Microsoft and Red HatRead about how OPAL, a goals-based wealth solution, migrated to our corporate cloud native platform in collaboration with Microsoft and Red Hat.
-
04 July 2024PRESS RELEASE: Social media hampering Wealth Managers’ advice, says new studyNine in ten wealth managers and financial advisors feel that social media noise around stocks makes it harder to give professional advice to clients.
-
20 June 2024PRESS RELEASE: Clients let down by wealth management industry’s lack of tools providing insight into ESG and climate risksWealth managers must be equipped with the right tools to effectively analyse and understand to what extent their clients are exposed to ESG and climate-related risks.
-
06 June 2024PRESS RELEASE: Wealth manager clients are widening their investment scopeMore than four out of five wealth managers and financial advisors say clients have been investing in a wider range of asset classes than normal.
-
30 May 2024PRESS RELEASE: 1 in 12 wealth managers won’t meet Consumer Duty report deadline and fines set to increaseKey reasons include insufficient evidence of Board engagement and unmet needs of vulnerable customers
-
22 May 2024Client Story Lawsons NetworkThis Client Story tells why Lawsons Network chose for Ortec Finance’s fully integrated goals-based investing solution OPAL.
-
09 April 2024PRESS RELEASE: Ortec Finance releases integrated economic and climate scenariosFind out more about the industry’s first integrated economic and climate risk management tool.
-
03 April 2024PRESS RELEASE: Ortec Finance selected once again as a leading WealthTech provider within top ranking listThe prestigious WealthTech100 2024 list, distinguishes the most innovative technology providers that are transforming the operations of investment firms, private banks, and financial advisors. Ortec Finance selected once again!