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OPAL for FSC: Goal Based Planning and Monitoring

Start monitoring your client’s financial goals now

Overview

Helping people to achieve their financial goals is our main priority. OPAL enables you to prepare Wealth Plans for your clients, link investment portfolios to financial goals and monitor the progress over time with monthly updated economic projections.

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See How OPAL for FSC: Goal Based Planning and Monitoring Works

  • Increase client engagement through a goal-based approach and high quality plans and proposals. With OPAL you can propose a suitable investment portfolio aligned with the goals and risk appetite of your client.

  • Add more value to your clients by pro-actively monitoring plans and financial goals over time. OPAL supports daily updates of goal feasibility and portfolio projections that take into account the latest economic outlook and actual portfolio value.

  • Efficiently manage the plans and portfolio of all clients in your book, by off-track signaling and call-to-actions. With OPAL you can find out which clients need immediate attention and how to get their plans back on track.

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.

Categories

Business Needs
Finance
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package

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