OPAL for Salesforce: Goal Based Planning & Monitoring - Ortec Finance BV - AppExchange
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OPAL for Salesforce: Goal Based Planning & Monitoring

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€60 EUR per user per month The pricing excludes a one-off implementation fee to tailor the products, portfolios, report template and asset classes to your investment proposition. A document generation tool is not included, but integration with Docomotion is readily available.

Rating

(8)

Latest Release

3/7/2024

CATEGORIES

Finance
Start monitoring your client’s financial goals now

OPAL enables financial advisors to provide timely, insightful, and valuable advice at scale. The result is more engaged clients, enhanced relationships, suitable and consistent advice and, ultimately, a wealth management business that can scale and grow.

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