We are delighted to announce that Ronald Janssen, head of Ortec Finance’s Goal Based Planning solution, is featured as an expert in WealthBriefing’s latest report. Ronald’s expert opinion & guidance on how to avoid technology traps has been highlighted in WealthBriefing's 2021 publication: Technology Traps Wealth Managers Must Avoid.

Digitization has been one of the wealth management sector’s predominant themes over the past decade. This digitization process has, as a result of COVID-19, accelerated. The industry’s efforts to automate (parts of) the advice pro¬cess are progressing fast, driven largely by techno¬logical advances and the increased availability of digital data. Yet as ever, achieving progress is not without its challenges. This publication presents the collective insight of technology thought leaders around the world to help firms avoid technology traps.

Wendy Spires, Head of Research at WealthBriefing: ‘’With this year’s report, WealthBriefing gives providers the opportunity to bring their experiences to light and showcase some of the best solutions available on the market. More importantly, this report is a platform for those who really are at the front line of technological developments, and who have seen choices play out for all manner of institutions, all over the world.’’

The OPAL entry in this report focuses on goal monitoring, which empowers advisors to deliver demonstrable added value and improve the investment decision-making of 100% of their client base. All while reaping the rewards of immaculate compliance and greater operational efficiency too.

The core mission of OPAL is to help people with investment decisions, especially under recent uncertain market conditions and volatility, this is more necessary than before. The Goal Based Planning solution enables financial institutions & advisors to translate client goals into a personal & actionable plan, based on a holistic overview of a client’s financial situation. This enables clients or their advisors to make timely course corrections in case their long term goals are off-track due to changes in their financial situation or performance of their portfolios.

Interested to read WealthBriefing’s full report?

Click here for the full report

Interested to learn more about this solution?

Learn more about the Goal Based Planning Solution
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