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OPAL for Salesforce: Goal Based Planning & Monitoring
Start monitoring your client’s financial goals now
- Industries
- Financial Services
- Business Need
- Finance
- Requires
- None
OPAL enables financial advisors to provide timely, insightful, and valuable advice at scale. The result is more engaged clients, enhanced relationships, suitable and consistent advice and, ultimately, a wealth management business that can scale and grow.
Highlights
Improved client engagement by connecting individual client portfolios to their personal long-term goals and increased client retention, leading to higher AuM.
Drive a consistent, holistic approach in creating financial plans and goals by capturing the client’s complete financial information.
Automated monitoring of risk, financial goals and their feasibility for individual clients as well as the entire client base allows for proactive and more efficient client management, thus improving advisor productivity.
Improved suitability: client risk profiling and continuous monitoring of suitability to allow for quick adjustment to clients’ needs, thus optimizing client outcomes.
Structured, cost-effective and scalable advice, fully integrated with Salesforce FSC.
Fully compliant with applicable regulations including the ESMA’s MiFID II and the FCA’s Consumer Duty.
Provider Details
Ortec Finance is the leading provider of technology and solutions for risk and return management. It is Ortec Finance’s purpose to enable people to manage the complexity of investment decisions. We do this through delivering leading technologies and solutions for investment decision making to financial institutions around the world. Our strength lies in an effective combination of advanced models, innovative technology, and in-depth market knowledge. Information on App listing: ISV App Category: Finance Planning ISV Apps Name: 'OPAL for Salesforce' and 'OPAL for FSC' (extension package for FSC) Target Regions: EMEA, Canada, Asia * Canada * EMEA: Europe, Middle East * Asia: Singapore, Hong Kong Target Industry: Financial Services - Wealth Management, Retail and Private Banks, Pensions, Asset Management, Life Insurance Ortec Finance Point of Contact: Iwan Schafthuizen Managing Director, Business Development iwan.schafthuizen@ortec-finance.com +31 620 620 086
Pricing Details
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.
Default Plan
€60 EUR/user/month