OPAL: Goal Based Planning Sandbox - Ortec Finance BV (Partner Main*) - AppExchange
Skip to NavigationSkip to Main Content
Log In Log In using your Salesforce account

OPAL: Goal Based Planning Sandbox

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

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.



Latest Release



The ultimate tool to get started with Goal-Based Planning

Helping people to achieve their financial goals is our main priority. OPAL enables linking goals to investment portfolios and provide automated suggestions to improve the likelihood of achieving the goal, based on realistic economic projections.