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
-
18 November 2024Ortec Finance appoints Koen de Reus to Head of Client Servicing, Climate & ESG SolutionsKoen de Reus will lead a team of climate risk professionals to help financial institutions measure, manage, and monitor their portfolio’s climate risk exposure.
-
07 November 2024Insights from the FCA’s “Dear CEO” letter of October 7, 2024: What advisers need to knowThe Financial Conduct Authority (FCA) continues to stress the importance of firms prioritizing consumer needs and delivering good outcomes.
-
07 November 2024Exciting updates for our international Client Conference formatAnnouncement of some updates regarding the Ortec Finance annual International Client Conference.
-
30 October 2024How AI can help manage insurance portfoliosLearn how our Scenario-Based Machine Learning (SBML) approach enables insurers to optimize complex objectives by training AI on thousands of simulated scenarios, uncovering high-performing portfolios traditional methods might miss. Discover how AI-driven scenario analysis is transforming insurance portfolio management.
-
29 October 2024Quarterly Outlook: Q3 2024The outlook is based on the Ortec Finance Economic Scenario Generator (ESG) and offers our perspective on recent developments in the economy and capital markets.
-
23 October 2024Quarterly Pensions Investments ReviewThe Quarterly Pensions Investments Review is a comparison in expected risk and investment return.
-
08 October 2024The Importance of Financial Planning: A Spotlight on World Financial Planning Day 2024As we celebrate World Financial Planning Day 2024, here is why financial planning is more crucial than ever.
-
01 October 2024Ortec Finance appoints Maurits van Joolingen to head Climate & ESG SolutionsMaurits van Joolingen will be responsible for Ortec Finance’s climate scenario analysis tool to support the risk management needs of financial institutions.
-
30 September 2024Retirement Planning Myths Debunked: What You Really Need to KnowNavigating retirement planning can feel overwhelming, especially with the myths and misconceptions that surround it.