Wealth management and retail banking firms face serious challenges. Regulatory pressure, digitization, and evolving business models have led to the need to deploy scalable solutions that enable advisors to manage clients more efficiently, and deliver more value to those clients. Clients are looking for advisors and wealth management firms that can deliver actionable advice, tailored investment solutions and ultimately, can help to achieve their long term financial goals.

Operationally 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.

Ortec Finance can connect institutional economic models to individual client goals and drive greater client engagement efficiently across multiple client segments and business models.

Discover our Solutions for this Industry

Goals-Based Wealth Management

Forward-looking insights into whether clients are on-track related to their investment objectives, to support timely advice, efficiently, at scale.

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Goals-Based Planning

Translate client financial goals into an optimal investment strategy that reflects their personal ambitions, cash flows and risk appetite and monitor the progress over time.

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Retirement Planning

Enable clients to fund their lifelong retirement expenses through an integrated accumulation and decumulation strategy or discover options such as early retirement or other financial goals.

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Different challenges, one solution

  • Client engagement
  • Digital and hybrid advice
  • Operational efficient advice
  • Product 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.

OPAL Wealth OPAL for Salesforce OPAL Planning

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.

OPAL Wealth OPAL for Salesforce OPAL Planning

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.

OPAL Wealth OPAL for Salesforce OPAL Planning

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.

OPAL for Salesforce OPAL Planning

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.

OPAL for Salesforce OPAL Planning

A few of our customers

St. James Place

ABN Amro logo
Triodos Bank

If you would like to receive more information, a demo, or have any questions, please contact us below.

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