Skip to NavigationSkip to Main Content
Log In Log In using your Salesforce account

OPAL for Salesforce: Goal Based Financial Planning

Starting at €50 EUR per user per month Ortec Finance can tailor this app for your organisation at an additional one-off fee. Also additional modules like multiple pots-multiple goals, comparison of investment solutions, monitoring of existing products, retirement planning, etc. are feasible.

Rating

(0)

Listed On

2/12/2019

Latest Release

11/15/2018

CATEGORIES

Finance
Trade off risk and return for your client’s investment goal

With OPAL personal goals are translated into an optimal investment strategy. By generating thousands of economic scenarios you can gain clear and realistic insight into the development of risk and return in the advisory and/or monitoring stage.

Loading