Stay on top of your personal roadmap to financial freedom, joy, and abundance. View all your assets and liabilities on one secure mobile platformand easily share information in real time with your advisors.
Lets you see your entire financial life in one placecredits 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
Shows recent trades and transactions
Fully integrated with the industrys leading financial planning systems
Shareable with financial advisors, lawyers, family members, etc.
Delivers simplified reporting and access
Provides data updated daily to track trends and manage cash flow
Allows you to store financial documents in a secure, digital vault
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