Stay on top of your personal roadmap to financial freedom, joy, and abundance. View all your assets and liabilities on one secure mobile platform—and easily share information in real time with your advisors.
COMPLETE
• Lets you see your entire financial life in one place—credits cards, bank accounts, investments, liabilities, and more
• Allows access to your entire Opal portfolio in real time
• Offers multi-generational wealth views
• Organizes your balance sheet and expenses
• Integrates your financial plan, and your cash flow budget
CONNECTED
• Shows recent trades and transactions
• Fully integrated with the industry’s leading financial planning systems
• Shareable with financial advisors, lawyers, family members, etc.
UNCOMPLICATED
• Delivers simplified reporting and access
• Provides data updated daily to track trends and manage cash flow
SECURE
• Allows you to store financial documents in a secure, digital vault