Goal-based planning and monitoring using OPAL Engine
Clients’ goals are an important starting point in financial advice. High quality projections of Ortec Finance show the effect of investment decisions, changes in a client’s financial situation and market developments on the feasibility of these goals. OPAL Engine opens up goals-based planning and monitoring to any online financial tool set. OPAL enables goal-based investment decision-making. We leverage our institutional investment risk management expertise by using top-notch calculations as the core of the solution. This enables financial institutions to translate personal goals of their clients into an optimal financial plan and monitor these goals over time.Sophisticated solution, advanced calculations, simple communications & better client engagement!
For more information download our leaflet by filling out the form
Related Insights
-
22 May 2025Total Portfolio Approach for Pension Funds
This report applies a Total Portfolio Approach (TPA) by using a factor lens analysis to assess risk and return exposures among pension funds within and across five of the largest pension systems worldwide: Canada, The Netherlands, Switzerland, the U.K., and the U.S.
-
22 May 2025Total Portfolio Approach for Pension Funds
This report applies a Total Portfolio Approach (TPA) by using a factor lens analysis to assess risk and return exposures among pension funds within and across five of the largest pension systems worldwide: Canada, The Netherlands, Switzerland, the U.K., and the U.S.