Wealth Planning

Advice

Advice

The optimal asset allocation can be determined by taking into account willingness and ability to take risk and insight into the feasibility of a client’s objectives. A client is then able to make an informed and deliberate choice for a product or investment portfolio. OPAL Wealth Planner records and reports a clear, well-founded and reproducible financial advice for your client. Ortec Finance can advise you how to best integrate OPAL Wealth Planner into your current advisory processes and can help customize reports to your specific requirements.

Solutions

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).


The Scenario Analyse Tester (SAT) gives clients insight into the potential development of their investment portfolio and the effect of a one-off extra inlay or periodical extra inlay.