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

€60 EUR per user per year 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.

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Listed On

9/11/2020

Latest Release

9/11/2020

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.

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