Ortec Finance has been providing advice on key elements of the customer journey for wealth planning to VisualVest since 2015. VisualVest is a digital asset manager, also called Robo Advisor.
This online platform has primarily been using OPAL as an anchor point for personalized advice in combination with expertise in goal-oriented investing. VisualVest was founded in 2015 as a 100% subsidiary of Union Investment, one of the leading fund management companies in Germany and part of the German cooperative financial network.
VisualVest serves as a research and development lab for this network, which is one of the most extensive banking service networks in Europe, with 915 institutions and 11,108 branches. The company’s main purpose is to gain knowledge about the development and distribution of digital financial tools and to share this knowledge with the members of the German cooperative financial network. As a result, a white-label solution of VisualVest named “MeinInvest” was successfully introduced to several hundred banks of the network.
Related Insights
-
09 April 2024PRESS RELEASE: Ortec Finance releases integrated economic and climate scenariosFind out more about the industry’s first integrated economic and climate risk management tool.
-
04 April 2024Quarterly Scenario Webinar - ‘Buy equities at the top?’Join us on our April 18 webinar where our in-house experts Patrick Tuijp and Sophie Heald will be guiding you through our Quarterly Scenario outlook ‘Buy equities at the top?’.
-
03 April 2024PRESS RELEASE: Ortec Finance selected once again as a leading WealthTech provider within top ranking listThe prestigious WealthTech100 2024 list, distinguishes the most innovative technology providers that are transforming the operations of investment firms, private banks, and financial advisors. Ortec Finance selected once again!
-
02 April 2024PRESS RELEASE: Ortec Finance and Salesforce Partner to Deliver AI and Data-Driven Personalized Finance and Goal Planning for ClientsOrtec Finance and Salesforce, the global leader in CRM, announced a partnership to deliver a more data-driven personalized finance and scalable wealth advice experience for Ortec Finance customers using Salesforce Financial Services Cloud (FSC).
-
19 March 2024In-House Student Day: Thursday 30 May, 2024 - RotterdamCalling all students! Join us for an unforgettable day of insights and inspiration at our exclusive In-House Student Day.
-
12 March 2024WEBINAR: 2024 Ortec Finance Climate ScenariosLearn how to utilize Ortec Finance’s 2024 climate scenarios to help inform investment decisions
-
29 February 2024Client Conference 2024 program is releasedMay 15 & 16, 2024 Ortec Finance’s clients gather in Amsterdam for an in-person Client Conference. The event takes place in the iconic Eye Film Museum.
-
26 February 2024The Key to Conversations on Risk: Discussing Financial GoalsRisk is often seen as complex and intimidating when it comes to investing. Yet, discussing financial goals is a highly accessible entry point for clients to engage with risk.
-
23 February 2024Ortec Finance's 2023 customer satisfaction survey shows high scoresThis consistent positive feedback reflects the strong rapport we share with our clients around how our solutions solve their challenges.