OPAL for Salesforce: Goal Based Planning & Monitoring

Additional Details

OPAL facilitates goal-based planning and monitoring of client goals. Our solution addresses some of the major challenges in the traditional advice process: - Only a minority of clients receive some sort of planning when starting investing - Plans are often static documents and clients’ financial goals are not monitored - Assumption for growth in the underlying investment portfolios are often extremely basic and unrealistic. OPAL makes use of institutional-quality, realistic portfolio projections, based on monthly updated economic scenarios for more than 700 asset classes. This enables advisors, wealth managers and planners to translate their client’s goals into suitable investment decisions which comply with regulation. Goal-based planning leads to better investment decisions, realistic client expectations and helps advisors to keep track of the likelihood of achieving their client’s goals through dynamic updates that track the conditions and outlook on financial markets. Our institutional background and experience enables us to model a wide range of asset classes and funds and implement tailored client portfolios, matching the actual products that are offered to clients.