WealthTech 100 has announced the names of the world’s hundred most innovative WealthTech companies that every leader in the investment industry needs to know about in 2021. For the third consecutive year, Ortec Finance is proud to be included in this list with the OPAL software solution.
This year’s process to identify the leading 100 companies in the WealthTech space was more competitive than ever. A panel of analysts and industry experts voted from a list of over 1,000 businesses. The finalists were awarded a place on the list 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.
The OPAL solution enables financial institutions and advisers to translate their clients’ personal goals into an optimal investment plan and monitor these goals over time. It offers solutions for all stages in a goal-based advisory process in wealth management but also retirement planning for example. From a client intake and risk-profiling to (online) client reporting and proactive monitoring, the tool can be easily integrated with business processes, contributing to a structured and efficient process that is compliant with (inter)national regulation.
According to Richard Sachar, director at FinTech Global, “Established banks and investment firms need to be aware of the latest innovations to remain competitive in the current market, which is heavily focused on digital distribution and increased use of customer data, and even more so post Covid-19. The WealthTech100 list helps senior management filter through all the vendors in the market by highlighting the leading companies in sectors such as client acquisition, financial planning, portfolio management and digital brokerage.”
Download the research pdf below with the complete list and more detailed information about all featured companies. This year’s edition also features an interview with Ronald Janssen, Ortec Finance’s Goal Based Planning solution head.