OPAL for Salesforce
OPAL facilitates goal-based planning and monitoring of client goals. Our solution addresses some of the major challenges in the traditional advice process: - Only a minority of clients receive some sort of planning when starting investing - Plans are often static documents and clients’ financial goals are not monitored - Assumption for growth in the underlying investment portfolios are often extremely basic and unrealistic. OPAL makes use of institutional-quality, realistic portfolio projections, based on monthly updated economic scenarios for more than 700 asset classes. This enables advisors, wealth managers and planners to translate their client’s goals into suitable investment decisions which comply with regulation. Goal-based planning leads to better investment decisions, realistic client expectations and helps advisors to keep track of the likelihood of achieving their client’s goals through dynamic updates that track the conditions and outlook on financial markets. Our institutional background and experience enables us to model a wide range of asset classes and funds and implement tailored client portfolios, matching the actual products that are offered to clients.
Top keywords
- client5×2.89%
- goals4×2.31%
- clients3×1.73%
- investment3×1.73%
- planning3×1.73%
- advisors2×1.16%
- asset2×1.16%
- asset classes2×1.16%
- classes2×1.16%
- client s goals2×1.16%
- decisions2×1.16%
- enables2×1.16%
Quickbooks Online By Tally Integrations
Tally brings QuickBooks Online billing, accounts receivable and payment management directly into Salesforce. Sales, finance and operations teams automate accounting transactions, collect or record payments and track balances without leaving Salesforce. BILLING AUTOMATION Create QuickBooks invoices, estimates, sales receipts, purchase orders, bills, refunds and recurring invoices. Use Salesforce Flow to generate transactions automatically, such as invoicing when an opportunity closes. ACCOUNTS RECEIVABLE Track open, paid, partially paid and overdue invoices, record full, partial or multi-invoice payments, send reminders and download invoice PDFs. PAYMENTS Accept credit card and ACH payments, and record cash, check, wire and external payments, individually or through Flow automation. SYNC Keep QuickBooks Online and Salesforce synchronized across customers, products, invoices, estimates, sales receipts, purchase orders, payments, balances, classes, tax rates and statuses. A Product Sync Health dashboard tracks products. Tally is more than a QuickBooks connector. It is a Salesforce billing, payment, receivables and accounting automation platform for QuickBooks Online.
Top keywords
- payments6×3.92%
- quickbooks5×3.27%
- salesforce5×3.27%
- invoices4×2.61%
- automation3×1.96%
- billing3×1.96%
- record3×1.96%
- sales3×1.96%
