OPAL for FSC: Goal Based Planning and Monitoring - Ortec Finance BV - AppExchange
Skip to NavigationSkip to Main Content

OPAL for FSC: Goal Based Planning and Monitoring

We're still gathering your accounts. This process takes a few moments.

€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

(9)

Latest Release

12/6/2023

CATEGORIES

Finance
Start monitoring your client’s financial goals now

Helping people to achieve their financial goals is our main priority. OPAL enables you to prepare Wealth Plans for your clients, link investment portfolios to financial goals and monitor the progress over time with monthly updated economic projections.

Loading