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!