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Opal

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Advisory

Key Functionalities

  •  A client centric approach to Financial planning based on a person’s goals and ambitions;
  • Consistent financial advice in an Omni channel environment;
  • High quality scenario analysis offering investment decision support for individual investors; 
  • Implementation of and compliance with MiFID and local guidelines;
  • Continuous monitoring of the risk, return and financial goals for individual clients as well as the entire client base.

Provider

Ortec Finance BV