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With OPAL's Goals-Based Planning Solution, we aim to translate client’s financial goals into an optimal investment strategy reflecting their personal ambitions, cash flows and risk appetite. Additionally, Ortec’s solution links investment portfolios to financial goals and tracks the progress over time on a daily basis, based on actual portfolio values...
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In this video by Ortec Finance you can learn more about how Ortec Finance's OPAL platform offers a goal-based planning and investment decision support tool that meets the needs of different business models as well as a wide range of online advice propositions.
