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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...
view solutionEach week TWM highlights a solution provider in its directory. This last week it was Ortec Finance, a leading provider of technology and solutions for risk and return management.
You can read more about the company and solution below and access their pages on TWM HERE.
