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About

Opal Security is an identity governance platform designed to control access across human users, AI agents, applications, service accounts, and infrastructure. The platform provides a centralized governance layer for evaluating access requests, enforcing policy, reviewing entitlements, and managing privileged access. Its Paladin AI can assess requests, evaluate risk, recommend or make decisions, and escalate cases to human reviewers while showing the reasoning behind each action. Opal supports just-in-time access that can be granted only when needed and automatically revoked when the work is complete. AI-assisted access reviews analyze entitlements and supporting evidence to recommend approval or removal decisions with an auditable record. The platform can be deployed in Opal’s cloud, a customer-managed environment, virtual machines, or Kubernetes, with searchable logs for access changes and administrative activity.

About

Ortec Finance is a comprehensive solution designed to support advisors and clients in the advice delivery and monitoring process. It offers an integrated, holistic approach to goal-based financial advice, helping to better manage market uncertainties and minimize complexity for clients when making investment decisions. Its scalable goals-based solutions streamline the delivery of personal financial advice across an entire book of business. Its API structure enables easy integration with existing tech stacks, accommodating traditional, digital, or hybrid client interactions. By translating clients’ personal financial goals into suitable and optimal investment strategies using institutional-grade economic scenarios, it proactively monitors advice through the OPAL solution. Ortec Finance's solutions are accessible via APIs and a plug-and-play user interface, catering to advisors, wealth and asset managers, and more.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Identity and access management teams, security engineers, IT teams, compliance organizations, and enterprises that need to govern privileged access, access reviews, AI agents, and other human and non-human identities

Audience

Financial advisors and wealth managers seeking a tool to align clients' investment strategies with their personal financial goals

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Opal Security
Founded: 2020
United States
opal.dev/

Company Information

Ortec Finance
Founded: 1981
The Netherlands
www.ortecfinance.com/en/solutions/goals-based-wealth-platform

Alternatives

Alternatives

Opal Zero

Opal Zero

Opal Security
Bravura Identity

Bravura Identity

Bravura Security
Summit

Summit

Summit Wealth Systems

Categories

Categories

Wealth Management Supported

Integrations

Salesforce Supported
Active Directory Supported
Amazon Aurora Supported
Amazon EC2 Supported
Amazon EKS Supported
Amazon Redshift Supported
Cisco Duo Supported
Console Supported
Deloitte Cascade Suite Not Supported
Google Cloud SQL Supported
Google Compute Engine Supported
Google Workspace Supported
Jira Supported
Kixie PowerCall & SMS Supported
Linear Supported
MariaDB Supported
MySQL Supported
Opal Zero Supported
PagerDuty Supported
Workday Extend Supported

Integrations

Salesforce Supported
Active Directory Not Supported
Amazon Aurora Not Supported
Amazon EC2 Not Supported
Amazon EKS Not Supported
Amazon Redshift Not Supported
Cisco Duo Not Supported
Console Not Supported
Deloitte Cascade Suite Supported
Google Cloud SQL Not Supported
Google Compute Engine Not Supported
Google Workspace Not Supported
Jira Not Supported
Kixie PowerCall & SMS Not Supported
Linear Not Supported
MariaDB Not Supported
MySQL Not Supported
Opal Zero Not Supported
PagerDuty Not Supported
Workday Extend Not Supported
Claim Opal Security and update features and information
Claim Opal Security and update features and information
Claim Ortec Finance and update features and information
Claim Ortec Finance and update features and information