Are you in search of assessing climate change related risks and opportunities? Are low yields forcing you to optimize your investment strategies, taking into account multiple horizons and risk profiles? Want to apply real live stochastic economic scenarios for investment strategy fine-tuning? Facing increased investment performance analysis demands, in order to show your added value to your clients? Being a housing corporation, you may seek ways to formulate the complex policy and monitor real estate performance.
More on our software and services for asset managers and housing corporations
Richard Owen is speaking at Aite Group’s Digital Innovation in Wealth Management Executive Forum
We are proud to announce that we are a platinum sponsor of Aite Group’s Digital Innovation in Wealth Management Executive Forum. Join this event and learn from industry experts how leading financial institutions have navigated the crisis and how innovation and evolving digital platforms have helped them serve their clients better during the crisis.
Green benchmarks don’t mitigate all climate risk, but they do shift capital
Willemijn Verdegaal will be speaking at RI Europe 2021 by Responsible Investor! This panel, on June 16, will be a deep-dive on: What financial/environmental changes are Paris-aligned and Climate Transition benchmarks driving?
CEO and clients very positive about our Client Conference – all materials available
Clients were very positive in evaluating the 13th Ortec Finance Client Conference. They were presented a two-day program with many contributions from clients, external speakers and our own specialists.
OPAL Wealth - A new OPAL platform that enhances client engagement through goals based wealth management
In this session, Richard Owen, Vice President located in our Toronto office, introduces a new OPAL platform being developed and based on the input from multiple North American wealth management firms. The new platform enables advisors to enhance client engagement through goal based wealth management, through a powerful and intuitive user interface.
VisualVest, from a Robo advice start-up to a nationwide roll out in the Cooperative Banking Network
Clients were very positive about our Client Conference. View here the recording and download the presentation of the session “VisualVest, from a Robo advice start-up to a nationwide roll out in the Cooperative Banking Network”.