Goal Based Planning & Monitoring OPAL
enables financial institutions and advisers to translate their clients’ personal goals into an optimal investment plan and monitor these goals over time. The tool offers solutions for all stages in a goal-based advisory process in wealth management but also retirement planning for example.
From a client intake and risk-profiling to (online) client reporting and proactive monitoring, OPAL can be easily integrated with business processes, contributing to a structured and efficient process that is compliant with (inter)national regulation.
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Provide insight into risk and return
OPAL provides tooling that helps clients identify, concretize and prioritize goals. High-quality scenario projections continuously show the effects of investment decisions, changes in a client’s financial situation and market developments on the feasibility of these goals.
Clear visual aids help the client and advisor to better understand their options and improve decision-making.
Analyze and advice
The projections in OPAL incorporate inflation risk and currency risk. Furthermore, client-specific information that affects the financial situation and objectives of the client such as (international) taxes and cost of services are fully taken into account.
This results in tailor-made projections, sound financial advice and, consequently, better investment decisions.
24/7 Monitoring
Continuous monitoring of the risk, return and financial goals for individual clients as well as the entire client base allows for proactive and more efficient client management.
Permanent monitoring simultaneously increases trust and satisfaction of the client and, as a consequence, business retention.
The OPAL solution adds value by tackling the biggest challenges that every advisor and wealth management firm is facing:
Fee compression - allows advisors to scale their business and support more clients at lower cost.
Regulation - monitoring of clients provides scale and adds value to both client and advisor.
Digitization - clients can be monitored automatically, using multiple data sources to create opportunity triggers, based on portfolio metrics and goal feasibility.
For more information on OPAL or a live demonstration, contact us at
contact@ortecfinance.com or visit
www.ortecfinance.com/opal
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