Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Bid farewell to the disorder of marketing, disconnected choices, uncoordinated efforts, unfulfilled timelines, and exhausted teams. Welcome Opal, the solution designed for seamless marketing collaboration. Eliminate barriers and foster transparency regarding campaigns and content throughout your organization. Create a cohesive narrative that resonates with customers at every stage of their journey. Ditch the clutter of spreadsheets, presentations, and email chains in favor of an integrated workspace that enhances team productivity. Experience a revolutionary marketing platform that transforms your approach to planning, content creation, and scheduling. With Opal, brand creators can centralize all their campaigns and channels in one accessible location. Teams utilizing Opal enjoy strong alignment, heightened efficiency, and the ability to perceive their efforts from the customer's viewpoint. Encourage your team to collaborate on strategies effortlessly with Opal’s unrestricted planning environment. Make the shift today and witness the difference a unified platform can bring to your marketing endeavors.

Description

Ortec Finance provides a robust solution aimed at assisting both advisors and clients throughout the advice delivery and monitoring stages. By employing a unified and comprehensive strategy for goal-oriented financial guidance, it effectively addresses market volatility while simplifying the investment decision-making process for clients. The scalable, goal-driven solutions enhance the efficiency of delivering personalized financial advice across various client portfolios. Its API framework allows for seamless integration with pre-existing technological infrastructures, supporting traditional, digital, or blended client engagement methods. By translating individual financial aspirations into appropriate and effective investment strategies using high-quality economic scenarios, it actively oversees the advice process through the OPAL solution. Additionally, Ortec Finance's offerings are accessible through APIs and a user-friendly plug-and-play interface, making them suitable for advisors, wealth managers, and asset management professionals alike. This adaptability ensures that the solutions can meet the diverse needs of the financial advisory sector.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Causal Yes 
ConQuest No 
Deloitte Cascade Suite No 
Salesforce No 

Integrations

Causal No 
ConQuest Yes 
Deloitte Cascade Suite Yes 
Salesforce Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Opal

Country

United States

Website

www.workwithopal.com

Vendor Details

Company Name

Ortec Finance

Founded

1981

Country

The Netherlands

Website

www.ortecfinance.com/en/solutions/goals-based-wealth-platform

Product Features

Content Creation

Advertising Content Creation No 
Case Study Creation No 
Collaboration Tools No 
Content Calendar No 
Content Creator Marketplace No 
Content Curation No 
Content Planning No 
Content Topic Research No 
Create Reports No 
Marketing Content Creation No 
Quiz Creation No 
Sales Content Creation No 
Template Creation No 
User-Generated Content No 
Video Content Creation No 
Visual Content Creation No 
Written Content Creation No 

Marketing Planning

Budgeting & Forecasting Yes 
Collaboration Yes 
Flowchart Yes 
Goal Setting / Tracking No 
Marketing Calendar Yes 
Media Planning Yes 
Predictive Analytics No 
Presentation Tools Yes 
Project Tracking Yes 
Spend Management Yes 

Product Features

Alternatives

Google Opal Reviews

Google Opal

Google
Summit Reviews

Summit

Summit Wealth Systems
Optimizely Opal Reviews

Optimizely Opal

Optimizely