Ortec Finance, a global provider of risk and return management solutions, has launched the BETA version of OPAL Targeted Support, a framework built to help wealth management and financial advice firms move beyond regulatory compliance and operationalise targeted support at scale.
The launch follows the FCA’s targeted support regime coming into force on 6 April 2026, which introduced new obligations for firms to provide targeted, personalised guidance to retail customers. Ortec Finance contends that while compliance has dominated industry conversation, the harder challenge is operational and knowing which clients qualify, what guidance to provide them, and how to assess whether that guidance is having an effect.
OPAL Targeted Support tackles these operational demands through three core capabilities. The first is client identification, whereby the tool connects to a firm’s existing data infrastructure to pinpoint targeted support-ready clients across the entire client book without manual triage.
The second is the generation of group-based, actionable suggestions at scale, allowing advice teams to act systematically rather than on a case-by-case basis.
The third is outcome tracking, which measures the effectiveness of support against each client’s goal feasibility and is available either as a Salesforce integration or a bespoke-built management information dashboard.
Ortec Finance describes the BETA release as a deliberate strategic choice rather than a precautionary one. Firms that participate in the pilot phase will receive early access to the product, direct influence over its development roadmap, and the operational advantage of being implementation-ready ahead of the wider market.
Ortec Finance developed OPAL Targeted Support in direct response to operational questions arising from the new regulatory regime, drawing on its established capabilities in financial planning analytics and goal feasibility modelling.
Ortec Finance managing director of OPAL Financial & Wealth Planning John O’Driscoll said, “Compliance tells you whether you have crossed the line. OPAL Targeted Support tells you what to do next: for which clients, using which approach, and whether it worked. We built it because we believe the advice gap will not be closed by regulation alone. It requires the right tools, applied at scale.”
Ortec Finance head of UK & Ireland wealth management Mark Glover said, “The firms we speak to are not struggling with whether to comply with Targeted Support. They are struggling with how to make it work at the scale of their client books. OPAL Targeted Support is our answer to that. We are releasing it now, in BETA, because the firms that engage with it earliest will be best placed as implementation matures.”
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