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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.