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Embrace the Power of Wealth by Oppty

In collaborating with numerous wealth management firms and RIA’s, we have crafted, tailored, and deployed a range of solutions designed to propel your business forward and unlock its full potential.

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RIA Quick Start Package

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Product Communication Package

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Order Management Package

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Featured Packages

RIA Quick Start Package

Assists organizations in learning how to leverage functionality within the RIA Package, by providing continuous, personalized education, training, support, and enablement across the entire organizational spectrum seamlessly and efficiently.

Product Management Package

Assists organizations in effectively managing projects offered, establishing a strong foundation for tasks such as active product maintenance, seamless order creation, and streamlined product communication.

Order Management Package

Assists organizations in effectively streamlining the process to order products, generate forms, and significantly reduce the amount of time needed to efficiently close orders, enhancing overall operational efficiency.

Additional Packages

In addition to the above foundational packages, we offer tailored solutions to fit each organization’s specific needs. Some of our additional wealth packages include:

Account Management Package

Assists advisors in managing households, trusts, businesses, and related contacts by automating record ownership, managing compliance tracking, and streamlining the management of interactions related to an account.

Case Management Package

Assists RIA’s in configuring core processes around case management, by leveraging pre-identified request types and focusing on configuring automation specific to their organization.

Lead Management Package

Assists organizations in creating, tracking, and streamlining the client onboarding process, providing easy to configure lead capture, appointment scheduling, and onboarding forms to reduce duplicate entry of data and expedite the process from potential client to portfolio recommendation.

Product Communication Package

Assists organizations in streamlining ongoing communication around products, by segmenting clients into the appropriate communication channels.

Financial Account Management Package

Assists organizations in the management of financial accounts and insurance policies related to the account, streamlining the ability to enter these accounts, preventing duplicate accounts being created from third party integrations, and streamlining the communication process across all assets under management.

Community Portal Package

Provides organizations with an initial portal for customers to view information related to their account, add financial accounts that may not be included, and creates requests related to their account.

Client Onboarding Experience Package

Assists organizations in configuring their client onboarding experience – from external forms to automating compliance to triggering actions plan templates and document checklists, create transparency into your onboarding process and ensure clients receive the best possible experience when interacting with your firm.

At Oppty, we offer customized packages for your unique needs. Connect for a free 15-min call to discover how we can help you grow.


Oppty has been phenomenal in training our staff, everyone from those more tech savvy to staff members that needed a little extra help. Excellent customer service and communication. Always responsive to questions we had. Ongoing support has been great as we continue to use Salesforce. Oppty worked with us to design a program exactly for our needs.

Cindy Moss
Senior Program Director


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