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OPAL for Salesforce: Goal Based Planning & Monitoring
Start monitoring your client’s financial goals now
€60 EUR/user/month
- 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.
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Showing 8 of 8 Reviews
A fantastic tool for goal-based financial planning
OPAL Goals-based Planning is an excellent tool for assisting Financial Advisors in setting measurable financial goals with their clients and providing unbiased cash flow modelling scenarios. The app seamlessly integrates with our FSC stack and is intuitive for our members. The OPAL team are exceptionally knowledgeable, professional and supportive!
Great team, great solution
I strongly recommend working with this team. Iwan, in particular, is both knowledgeable and supportive of our (evolving) needs.
Powerful Financial Planning tool for Sales and Service Cloud users
OPAL for Salesforce brings financial planning to sales- and service cloud. For companies in the Financial Services industry that did not make the transition yet to Financial Service Cloud, this brings financial planning to your Salesforce org. It is easy to configure to your liking and is a full suit solution for any financial planner within asset management.
Amazing Product with an Amazing Team!
I would recommend this product to any organization that deals with goal-based planning. Its design is intuitive and slick and what's even better is the team that works there!
Transformative Goals-based planning
OPAL Goals-based Planning is a massive step up in helping Financial Advisors support their Clients. We've had great success bringing them the benefits of Financial Services Cloud and OPAL together.
A great tool for wealth management
The Opal app for FSC is a really great tool that integrates perfectly to the Salesforce UI. The proposed features are easy to use and intuitive. It is a valuable tool dedicated to goal-based planning and monitoring for wealth management.
Realistic risk/return projections wealth management application.
The native UI of this application allows me to stay in both Financial Services Cloud or Sales Cloud and offers excellent new financial planning capabilities based on diverse scenarios. We have seen great results at many different wealth management banks worldwide using this application.
Great extension to Financial Services Cloud
Opal is a brilliant extension of FSC providing more detailed goals analysis. Pre built inside the Salesforce UI supports with increasing client engagement from one single view of the client.