About OPAL Wealth
OPAL Wealth uses realistic portfolio projections of institutional quality. These projections are based on monthly updated economic scenarios for more than 700 asset classes that can be linked to client financial goals. OPAL Wealth enables banks, advisors and wealth managers to provide forward-looking projections of client portfolios and assessment of long term financial goals. The tool also enables them to monitor its progress efficiently through dynamic updates that track the conditions and outlook on financial markets.
OPAL Wealth in 1 minute
Available as plug and play UI or flexible REST API
OPAL Wealth can be deployed as a plug and play user interface that supports advisors to efficiently support their client base with forward looking portfolio insights and timely advice. The user interface can be linked to external data sources, supports single sign on and the look and feel can be adjusted to provide a seamless experience for the user.
OPAL Wealth is also available as a high speed REST API, which enables organizations to implement the capabilities directly into existing platforms or client facing web applications, e.g. to support robo-advice client journeys, hybrid advisor experience or other technology platforms such as CRM, Portfolio Management or Financial Planning software.
Features
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Forward looking portfolio Projections
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Linking multiple accounts
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Automated suggestions
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Advisor Dashboard
Forward looking portfolio Projections and insights into risk and return based on more than 700 global asset classes.
Linking multiple accounts to multiple goals and insights into feasibility of client goals.
Automated suggestions to improve goal feasibility, based on a target probability or priority of goals.
Advisor Dashboard with daily updated monitoring for signaling off track client goals.
Discover our Goal Based Wealth Management solution
Forward-looking insights into whether clients are on-track related to their investment objectives, to support timely advice, efficiently, at scale.
Request a demo
For more information download our OPAL Wealth brochure by filling out the form.
Contact
Neil Greenbaum
Executive Vice President, Sales & Partnerships North AmericaRelated Insights
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07 November 2024Exciting updates for our international Client Conference formatAnnouncement of some updates regarding the Ortec Finance annual International Client Conference.
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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.
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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.
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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.
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17 September 2024PRESS RELEASE: Wealth Managers turn to technology to address challenges74% plan to increase tech investment to tackle regulatory issues and 94% to meet client demands for better ESG portfolio monitory, study shows
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16 September 2024Elevating Your Client Experience with Ortec Finance: Introducing Two Powerful New Tools in OPAL WealthEnhance client experiences with Ortec Finance's OPAL Wealth: New Risk Questionnaire and Compare Portfolios tools to tailor investment strategies.