Related Products
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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.
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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.
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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
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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
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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
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Audience
Financial advisors and wealth managers seeking a tool to align clients' investment strategies with their personal financial goals
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationOpal Security
Founded: 2020
United States
opal.dev/
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Company InformationOrtec Finance
Founded: 1981
The Netherlands
www.ortecfinance.com/en/solutions/goals-based-wealth-platform
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Categories |
Categories |
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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
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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
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