Opal is a flexible, modern platform for document creation and management

Introducing Opal

Opal is a modern, easy-to-use software platform that streamlines the production of complex documents. The platform integrates with your existing applications and workflows to automate the construction of detailed, richly-styled documents built from templates created in Microsoft Word.

Opal supports any business process, from client outreach to pre- and post-trade documentation to contract repapering, and more.

opal platform

Opal components


template author

Template Author


Document Generator

Opal Interview





Opal Negotiate


Share and Sign




Opal Use cases

The Opal suite of products can be applied to a number of redocumentation and BAU use cases. Opal components can be used in combination as accelerators for repapering exercises such as Brexit and Initial Margin.

They can also be combined to support BAU operational processes such as trade confirmations and client onboarding.

Why opal?

Opal’s enterprise-ready framework provides solutions for challenges of varying complexity. The Opal: Template Author is easily deployed and includes role-based access control, while the API allows for the automation of bulk documentation creation using an open document model.

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