Join Ortec Finance at the IndustryForum Banking, September 26th and 27th in Frankfurt. This event leads the way to the new industry requirements by exploring the opportunities of data and digital technologies in customer engagement and business model innovation.

Ortec Finance, a market-leading provider of quantitative modelling software for the global wealth management sector, will present you their OPAL solution.

Are you:

A Retail Bank/Mass Affluent Bank/Fintech startup looking to build a leading-edge online investment platform for your clients? A platform that goes beyond not only execution and guidance but also provides tailored advice with constant monitoring? And is, therefore, compliant, client focused and revenue-driven?

Or a Private Bank/Wealth Manager who wants to improve the advisory tool-set with a client focused and goal-based front-end? A user interface that apart from being fully compliant also deals with appropriateness, suitability and cost-transparency? A solution that offers Financial Planning functionality with tax modelling integrated?

Then Ortec Finance can help you. We offer a proprietary Dynamic Scenario Generator, which powers our solutions, both through an API for digital front-ends and an UI for advisory purposes. We come with a pedigree of over 35 years of experience both in the institutional world as well as the retail/private space with clients all over the world and an outstanding track record of implementing our solutions efficiently and effectively.

If you are keen on hearing more about our approach or would like to exchange ideas with us, please feel free to visit us at the conference. If you would like to learn more about the event, please feel free to visit their website.

We hope to see you there!