OPAL for Salesforce: Goal Based Financial Planning - Ortec Finance BV (Partner Main*) - AppExchange
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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.



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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.