How do advisors add value to their clients and engage with them efficiently and at scale? We receive this core question from our clients globally as advisors face the challenge of building sustainable, compliant and scalable businesses. The diverse client base is looking for more tailored advice, timely communication and for their advisors to add value in every interaction that justify the premium fees over emerging robo-investment advisors.
Operational Efficient, Timely Advice to Increase Client Engagement
Advisors benefit from tools that enable them to increase client engagement. The advisors’ core mission is to help clients achieve their investment objectives. To do this, advisors need a scalable way to evaluate whether their clients are on track to meet their investment goals and define next best actions and opportunity triggers to improve their chances of meeting their goals. This will allow advisors to continuously provide timely and insightful advice to their clients and will help their clients achieve their long term goals, which is critical to enhancing client engagement and retention.
Advice is the key to building a wealth management business – and the key to providing that advice is to connect multiple investment portfolios to long term goals. This enables advisors to provide relevant insights and to suggest course corrections timely to their clients.
Ortec Finance Solutions
The core business of Ortec Finance is the construction of global economic models that support decision making through market uncertainty. For more than 40 years, we have been doing this for the largest global institutional money managers. We apply these capabilities to individual client accounts to provide a realistic projection of how their portfolio will grow over time, and evaluate the feasibility to meet their long term goals. As the investment portfolio and the economic outlook change over time, the projections are dynamically updated and provide timely insight on how to keep goals on track.
Discover our Solutions for this Industry
Different challenges, one solution
Digital and hybrid advice
Operational efficient advice
Comply with regulation
I’m looking for solutions to increase client engagement and add value to both client and advisors
As fees are compressing due to new market entrants, client engagement is becoming increasingly important. Providing timely and insightful advice helps the advisor to add more value, support more clients, and as a result enable them to retain and grow their business.
I need to engage my clients through multiple online channels to keep up with digitization
To reduce costs, but also to keep up with the increasing demand for client facing digital tools around personal finance and investment, organizations need to provide their services through multiple online channels. This calls for fast and efficient insights making use of automated suggestions and advice.
I need to engage my clients by providing client-centric advice and simultaneously increase cost efficiency
Improve engagement and increase of the number of clients per advisor, calls for operational efficient tools that, at the same time, support personal insights into their financial situation. Dynamic updates of client and market information is essential to increase engagement in an efficient way.
I need to help my clients decide which investment product is most suitable to meet their long term goals
Helping clients which investment products is most suitable for their long term goals is a core objective of the advisor. Whether it concerns registered or tax sheltered products related to specific goals such as retirement or kids’ education or non-registered products, advisors have a need for tools that support these complex decisions.
I need to comply with regulation related to assessing the suitability and appropriateness of advice
Increasing pressure of regulation, e.g. MiFiD II, ESMA (Europe), FSMA (UK) but also up and coming in other regions, require investment advisors to assess the suitability and appropriateness of proposed investment products, based on a holistic overview of their clients.
We are not afraid to challenge each other
Tom Loonen of InsingerGilissen is convinced that the work of private bankers will not be made superfluous by digitization. Which does not take away the fact that digitization produces good tools that can help him facilitate customers.
“We appreciate that Ortec Finance positions itself as an independent party that also dares to pose critical questions about our governance, investment policy, and how we guarantee good risk management.”