Optimize client outcomes with new features in our goals-based OPAL solution

Ortec Finance continues to innovate its goals-based OPAL solution, offering financial advisers advanced tools to navigate evolving regulatory and fiscal landscapes. With a focus on aligning wealth management strategies with client needs, the latest updates aim to simplify financial planning while optimizing client outcomes.

Explore the updates in OPAL Financial Planning

New features will add more flexibility, insight, and control to your wealth management toolkit. These updates are designed to help you provide personalised, strategic guidance that truly aligns with your clients’ unique goals and retirement plans.

1. Flexible Withdrawal Strategy

Advisers can now link investment and pension accounts to specific goals and expenses, with the option to set fixed withdrawals simultaneously. This enhancement offers a tailored withdrawal strategy, giving you the flexibility to better align with each of your clients’ specific needs and objectives.

2. Pension Account Breakdown on Capital Page

A newly added detailed breakdown of pension accounts within the capital table highlights both crystallised and uncrystallised portions. This feature equips you with a more comprehensive view of retirement assets, enabling more strategic retirement planning.

These updates underscore Ortec Finance’s dedication to providing robust tools for support advisers in delivering good outcomes to their clients.

Advanced Portfolio Management with OPAL Wealth

The latest updates to OPAL Wealth simplify client portfolio management and reporting, offering tools that streamline adviser-client interactions.

1. Compare Multiple Custom Portfolios

The enhanced Portfolio Comparison enables side-by-side evaluation of multiple customised and model portfolios. This feature facilitates suitability discussions, allowing advisers to confidently recommend solutions tailored to clients' investment goals.

 
2. Reports Archives

With the new Reports Archive tab, advisers can access and download past client reports effortlessly. Whether reviewing past investment strategies or client goals, this enhancement ensures seamless review of previously created reports, boosting operational efficiency.

 

Ortec Finance remains committed to equipping advisers with innovative, engaging wealth and financial planning tools. Find out more about our goals-based wealth solution OPAL or book a a free, no-obligation demo with a business consultant to explore its full capabilities.


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