Financiële Rustbewaker die geld dienstbaar maakt aan het leven dat je het liefste leeft
Do you want to take your financial plan to a higher level with an investment advice that shows your client which portfolio gives the highest goal feasibility? Try #OPAL #financialplanning #wealthmanagement
At Ortec Finance we’re committed to continuously enhancing your experience, and today we’re thrilled to announce two powerful new tools in our latest OPAL Wealth application: The Risk Questionnaire and Compare Portfolios! 🎉 🎯 𝗧𝗵𝗲 𝗥𝗶𝘀𝗸 𝗤𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝗻𝗮𝗶𝗿𝗲 Investing wisely starts with identifying your clients' risk limits. Our Risk Questionnaire is designed to help your clients assess and understand potential risks associated with the investments or strategies. 🔄 𝗖𝗼𝗺𝗽𝗮𝗿𝗲 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼𝘀 To help your clients achieve their investment goals, it is important that they make well-informed decisions by selecting the optimal strategy or portfolio. These decisions should, of course, align with their risk tolerance for both the short and long term. Now, you can easily compare multiple portfolios side-by-side. Whether you’re evaluating different strategies or considering adjustments, this tool gives you a clear, detailed comparison to help your clients to make the best choices for their goals. 💡 𝗪𝗵𝘆 𝗧𝗵𝗲𝘀𝗲 𝗙𝗲𝗮𝘁𝘂𝗿𝗲𝘀 𝗠𝗮𝘁𝘁𝗲𝗿 - Empowers decision-making: These tools provide clients with deeper insights and give you, as an advisor, the ability to effectively visualize and communicate your advice. - Tailored: Whether your clients are seasoned investors or just getting started, these features are built to meet their needs. - Boosts confidence: Helps your clients make informed choices backed by data and analysis. #wealthtech #financialadvice #financialplanning #riskquestionnaire #OPAL
