OPAL Wealth Planner and OPAL Monitor help to advise and monitor a client’s financial investments, manage their expectations, and proactively advise clients through an integral approach to risk and return management fully in line with current regulations (e.g. MiFID).

With OPAL Monitor, suppliers of bank and insurance investment products have a risk management solution that can monitor their products and enables them to give individual clients insight into risk and return. OPAL Monitor conforms to the latest regulatory standards and can readily be configured to support product management, product configuration and distribution requirements. The monitor framework enables an integrated risk management approach in advising clients.