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Opal Advisor Intelligence

The future of advisor support.

Market intelligence. Portfolio visibility. Business analytics. All in one place.
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Built for advisors

More than performance data.

Opal Advisor Intelligence replaces fragmented systems with one consolidated dashboard, customized to the way you work, so you spend less time navigating and more time advising.
The Dashboard

Three pillars. One dashboard.

The dashboard is organized around three pillars — each designed to make the next decision easier.
    01

    Market Overview

    A timely macro and economic overview, updated as conditions shift, so you are never working from a stale picture.
    02

    Portfolio Visibility

    Full performance visibility into model portfolios and SMAs against benchmarks, with aggregated AUM and flow tracking at the partner level.
    03

    Business Intelligence

    An x-ray level view into your book. Track AUM trends, client flows, account composition, and activities. Customizable to fit the way you run your business.
Clarity to decide

Whether the decision ahead is an investment one or a business one, Opal Advisor Intelligence gives you the clarity to make it with confidence.

Powered by AI-driven data processing, the dashboard surfaces timely analysis and keeps pace as markets move. Opal Advisor Intelligence is built into every Opal partnership, extending beyond portfolio management into a clearer picture of how your clients and your business are performing.
Common Questions

About Opal Advisor Intelligence.

Opal Advisor Intelligence is a dashboard for independent advisors that brings market intelligence, portfolio visibility, and business analytics into a single view of their own book. Built with advisor input as a one-stop resource, it is a component of the Opal platform and is included in the Opal partnership.

The three pillars are Market Overview, a timely macro and economic picture; Portfolio Visibility, performance across the advisor’s model portfolios and SMAs with aggregated AUM and flow tracking; and Business Intelligence, a detailed view of the advisor’s own book, including AUM trends, client flows, and account composition.

No. Opal Advisor Intelligence is a component of the Opal platform, not an investment product. It is included in the Opal partnership and gives advisors analytics that extend beyond portfolio management into how their clients and their business are performing.

Yes. Opal Advisor Intelligence is powered by AI-driven data processing that surfaces timely analysis and keeps pace as markets move.

Yes. Opal Advisor Intelligence is included in the Opal partnership rather than sold as a standalone subscription.

Built Around You

At Opal, we don't sell products. We solve problems.

Opal Advisor Intelligence began with a problem advisors kept describing: the information they needed to run a practice lived in too many places. We built a single dashboard to bring it together, shaped by advisor input, and we keep building around what advisors actually ask for.
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