Wealth & Asset Management
Modernising wealth operations with scalable administration, real-time data visibility and fully integrated financial servicing.
How OPAL Supports This Market
Wealth and asset managers are expected to provide high-quality servicing, real-time reporting and regulatory transparency while managing increasingly complex products, transfers, reconciliations and client communications. Legacy operating models often create operational inefficiency, fragmented data and limited visibility across the customer lifecycle.
OPAL helps wealth firms modernise their servicing model through a combination of outsourced administration and configurable platform technology. We support product setup, client servicing, financial servicing, maturity events, reconciliations and reporting within a controlled operational environment.
The result is a more efficient model that improves data integrity, supports compliance and frees internal teams to focus on investment strategy, distribution and client growth.
- Provide a single view of customer, product and servicing data
- Support ISA transfers, custodian relationships and complex investment administration
- Deliver real-time operational reporting and portfolio insight
- Strengthen CASS-aligned financial servicing and control processes
- Enhance customer and adviser experience with better communications and digital access
By combining outsourced administration with our own configurable software platform, OPAL helps clients modernise operations, reduce risk and scale with confidence.
Case Study / Use Case
Single Customer View Integration
A major financial services provider needed to create a more connected customer experience by synchronising changes made in its CRM platform back to underlying product administration systems.
- Integrated Pandora with third-party CRM capability to support a unified customer view
- Enabled real-time or scheduled synchronisation depending on operational requirements
- Embedded reconciliation and validation processes to protect data integrity
Outcome: Improved data consistency, faster processing and a more seamless client experience across multiple products and servicing touchpoints.
