JHC integrates Ortec Finance Goal Based Planning Solution in its Digital Wealth Platform
We are proud to announce that JHC Systems (JHC), a UK based wealth management fintech firm, has partnered with Ortec Finance to integrate OPAL, our flagship goal-based financial planning models, as a component to their market leading Digital Wealth Platform.
Ortec Finance will be providing an option for all JHC clients to have the capability to deploy OPAL. By leveraging Ortec Finance’s institutional investment risk management expertise, OPAL enables financial institutions to translate the goals of their clients into an optimal financial plan and monitor over time. The solution is available across both wealth management and retail brokerage firms and allows relationship managers and end-clients to optimize investment strategy. Ortec Finance’s pan-European expertise will enhance JHC’s global expansion initiatives and will support JHC in onboarding new clients.
Iwan Schafthuizen, Managing Director Business Development at Ortec Finance said, “We always seek to partner with the best technology providers that meet the needs of our customers. Financial institutions using JHC can easily utilize the integrated economic wealth projections that until now have only been available in the institutional markets. We look forward to working even more closely with JHC and building on our existing relationship. We are currently working with a number of Tier 1 banks, such as ABN AMRO, Skandia and ING Bank, as well as disruptors like UK based robo-adviser Munnypot and Germany’s Union VisualVest, who are servicing hundreds of thousands of end clients with our planning engine. We are ready to build on this client base.”
John Blackman CEO at JHC said, “There is definitely demand among many of our clients for fully serviced financial planning technology and our partnership with Ortec Finance means we will now be able to deliver this at the highest standard. Our Digital Wealth Platform has already enabled us to improve efficiency and enhance the experience of end users and we want to continue to provide all the solutions that clients need. Enrolling Ortec Finance as a strategic partner will make sure we continue to have that competitive edge.”
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