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Goal-based financial planning and monitoring

OPAL - Goal-based financial planning and monitoring

We help clients and advisors better under- stand their options by using ‘What-if’ analyses. Clear visual aids show the effect of investment decisions, changes in a client’s financial situation and market developments, on the probability of reaching the financial goals. With OPAL Platform clients and advisors can capture, measure and communicate risk and return and comply with the latest regulatory frameworks. OPAL Platform facilitates all stages of the advisory process: from a client intake module and risk-profiling tool to (online) client reporting and proactive monitoring. It is the solution for Goal-based financial planning and monitoring.

Leaflet OPAL PLatform

 Leaflet

Work at Ortec Finance

Are you interested in a challenging and innovative work environment, where you are given the space to demonstrate and develop your various talents?

Take a look at our vacancies