WealthTech 100 has announced the names of the world’s hundred most innovative digital solutions providers in the wealth and asset management, private banking and financial advisory sectors for 2020.
For the second consecutive year, Ortec Finance is proud to be included in the list of the world’s most innovative digital solutions provider for its OPAL software solution.
OPAL facilitates goal-based planning and monitoring of goals. It is a software solution based on proven asset and liability management techniques from the world of institutional investments and crucial for supporting and improving investment decision making. We do this by leveraging our world-class institutional scenario engine as the core of the solution. OPAL enables financial institutions and advisers to translate clients personal goals into an optimal investment plan and monitor these goals over time.
The WealthTech100 is an annual list of 100 of the world’s most innovative WealthTech companies selected by a panel of industry experts and analysts. These are the companies that every leader in the wealth and asset management, private banking and financial advisory industries needs to know about as they consider and develop their digital transformation strategies and new customer propositions.
The WealthTech 100 list helps senior management and investment professionals evaluate which digital wealth management and financial advisory models have market potential to succeed and are likely to have a lasting impact on the industry.
The nominated companies were chosen by a panel of industry experts and analysts who reviewed an analysis of over 1,000 WealthTech companies undertaken by FinTech Global, a data and research firm. The solution providers featuring in the final list were recognized for their innovative use of technology to solve a significant industry problem, or to generate cost savings or efficiency improvements across the investment value chain.
A full list of the WealthTech 100 can be found at www.WealthTech100.com. More detailed information about the companies is available to download in a research pdf on the website.
Contact
Ronald Janssen
Managing Director Goals-Based Planning