Private Client Solutions

 

 

Our partnership

Ortec finance is a key player in the digital ecosystem of europe’s first fully digital wealth manager, prospery. in this collaboration of 12 fintechs, overseen by deloitte, ortec finance provides the calculation engine in the form of opal. the opal api supports the platform through sophisticated, fully integrated economic wealth projections and robo-advisory solutions, to provide prospery subscribers with tailored financial advice.

 

 

Our partnership

OPAL is featured on Avaloq’s Software Exchange, founded in 2015 as an online marketplace servicing the entire Avaloq Community, consisting of 158 banks worldwide which manage assets worth around $4 trillion. OPAL integrates with the Avaloq platform, allowing banks and wealth managers to achieve faster time-to-market for new digital offerings while being assured of sophisticated, fully integrated economic wealth projections that are usually only available in the institutional market.

 

 

Our partnership

Through the Open API layer in Matrix, Five degrees’ online banking platform combines harmoniously with the OPAL API to provide banks and customers with advanced economic wealth projections and goal-based financial planning. Together with Five degrees, Ortec Finance has realized the launch of Munnypot. Munnypot is a robo-advice and investment service that anyone can use to get straightforward financial advice in a language they can understand, at a fraction of the cost of a financial adviser or wealth manager.

 

 

Our partnership

Our partnership with Virtual Affairs gives banks and financial institutions not only the power of advanced economic wealth projections and goal-based financial planning contained in OPAL, but combines this with an engaging and personalized client journey. Leading example of this collaboration is Munnypot. Munnypot is a robo-advice and investment service that anyone can use to get straightforward financial advice in a language they can understand, at a fraction of the cost of a financial adviser or wealth manager.

 

 

Our partnership

Partnering with OPAL and Yellowtail means having an automatic way for users to upload their data to obtain fully tailored insight into the personal financial situation, based on advanced economic wealth projections, powered by the OPAL engine.

 

 

Pension Funds

 

 

Our partnership

Netspar ,Network for Studies on Pensions, Aging and Retirement. As partners Ortec Finance provides input to the research agenda of Netspar. In addition, Ortec Finance contributes to several research projects by bringing in our knowledge of the pension practice in the Netherlands as well as abroad. Extensive exchange of knowledge and expertise between Netspar and Ortec Finance about pensions and ageing, both from an academic as well as a practical perspective.