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OPAL for Salesforce: Goal Based Planning & Monitoring

Start monitoring your client’s financial goals now

Overview

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.

See How OPAL for Salesforce: Goal Based Planning & Monitoring Works

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.

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.