Opal Integration with Salesforce

Client Data Enrichment
Written By David Cockrum

Opal by Ortec Finance

  • Integrating Opal with Salesforce provides firms the ability to link investment portfolios to financial goals and tracks the progress overtime on a daily basis, based on actual portfolio values and economic projections that reflect the latest market conditions.

  • Opal by Ortec Finance

  • Client Data Enrichment

  • Asset Management

  • Wealth Management

Looking to integrate Opal with Salesforce? Let’s talk!

David Cockrum
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