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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18 December 2024Climate change could erode Canadian pension fund returns by 44%Ortec Finance releases inaugural Canada pension fund climate risk report, analyzing the average portfolio allocation of the Top 30 pension funds in Canada by AUM
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17 December 2024Assessing the climate risk exposure of pension funds and insurance companies worldwideAccess a series of Ortec Finance reports to examine how climate risk exposure and resilience vary among pension funds and insurance companies worldwide
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16 December 2024Climate risk assessment – Top 30 US pension fundsDiscover how climate change impacts the US pension fund industry through an analysis of their climate risk exposure, using Ortec Finance Climate Scenarios
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16 December 2024US pension funds most sensitive to climate changeOrtec Finance releases inaugural US pension fund climate risk report, analyzing the average portfolio allocation of the Top 30 pension funds in the US by AUM
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11 December 2024UK pension fund investment returns could reduce by 30% in a high warming stress scenarioOrtec Finance releases inaugural UK pension fund climate risk report, analyzing the average portfolio allocation from the Top 30 pension funds by AUM
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09 December 2024Ortec Finance warns on impact of climate change on European pension fundsOrtec Finance releases inaugural European pension fund climate risk report, analyzing the average portfolio allocation derived from the EIOPA.
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02 December 2024Ortec Finance warns on impact of climate change on European insurance company investmentsOrtec Finance releases inaugural insurance climate risk report, analyzing the average allocation of a European insurance company derived from the EIOPA.
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02 December 2024Charting the unpredictable: Harnessing data-driven solutions to enhance investment decision makingDiscover how pension funds are navigating challenges including ageing populations, DC transitions, climate change, regulatory shifts, and market uncertainties.
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28 November 2024Optimize client outcomes with new features in our goals-based OPAL solutionDiscover OPAL's latest updates: flexible withdrawals, pension insights, portfolio comparisons & report archives for smarter financial planning!