Mandatum Life, one of Finland’s most respected and solvent financial services providers, has been an esteemed client of Ortec Finance since 2018.
They offer private, corporate and institutional customers comprehensive services for building wealth and preparing for the future. Their services include unit-linked insurance and wealth management, personal insurance, pension and reward solutions for companies, as well as related consultation services. The company was eager to improve its customer experience through more efficient customer life cycle management. They believed that knowing client’s goals better would not only help them provide more meaningful solutions to clients, but would also help Mandatum Life stand out from its competitors. While Mandatum Life wanted to offer better customer experience, they also wanted to find an efficient solution to fulfill the present and future regulatory requirements.
“Use of OPAL has helped wealth managers to create a more holistic and concrete picture of our client’s current situation and future goals”- Petri Väisänen, Head of Sales, Private Wealth Management
17 May 2022Ortec Finance Accelerate Its Growth of Goal Based Investment with Appointment of Neil Greenbaum
Ortec Finance is pleased to announce the continued leadership and development of the OPAL Wealth platform and OPAL for Salesforce in North America with the appointment of Neil Greenbaum as Executive Vice President, Sales & Partnerships, North America.
11 May 2022Ortec Finance Expands Global Presence With Appointment Of Kristin Harrington
SAN FRANCISCO, UNITED STATES – (May 11, 2022) Ortec Finance, a global fintech company specialized in offering solutions and services for institutional investors to improve their investment decision-making, is pleased to announce the expansion of its global presence with the appointment of Kristin Harrington as Managing Director, United States.Asset Management / Banks Retail and Private / Independent Financial Advisors / Insurance Companies / Pension Funds / Sovereign Wealth Funds / Wealth Management / Asset Allocation / Asset Liability Management / Climate ESG Solutions / Economic Scenario Generator / Goal Based Planning / Performance Measurement and Attribution / Strategic Risk Management / Risk neutral scenarios / Retirement Planning / Wealth Planning and Monitoring
10 May 2022Do join our Ortec Finance Hackathon
Are you a student and interested in joining our yearly Ortec Finance Hackathon? During our Hackathon employees of Ortec Finance pitch and work upon on several self-initiated market-relevant propositions. In a full day multi-disciplined teams create a strong pitch presentation and/or demo for their idea. Interested in joining?Asset Management / Banks Retail and Private / Housing Associations / Independent Financial Advisors / Insurance Companies / Municipalities / Pension Funds / Sovereign Wealth Funds / Wealth Management / Wealth Planning and Monitoring / Vastgoedwaardering / Vastgoedsturing / Vastgoedfinancien / Strategic Risk Management / Risk neutral scenarios / Retirement Planning / Real Estate Valuation / Real Estate Management / Performance Measurement and Attribution / Goal Based Planning / Economic Scenario Generator / Asset Liability Management / Climate ESG Solutions / Asset Allocation
09 May 2022Ortec Finance on tour to meet students this week
This week Ortec Finance visits Delft and Groningen to meet students and show our career opportunities on May 10, 11 and 12.Asset Management / Banks Retail and Private / Housing Associations / Independent Financial Advisors / Insurance Companies / Municipalities / Pension Funds / Sovereign Wealth Funds / Wealth Management / Asset Allocation / Asset Liability Management / Climate ESG Solutions / Economic Scenario Generator / Goal Based Planning / Performance Measurement and Attribution / Real Estate Management / Real Estate Valuation / Retirement Planning / Risk neutral scenarios / Strategic Risk Management / Vastgoedfinancien / Vastgoedsturing / Vastgoedwaardering / Wealth Planning and Monitoring
05 May 2022PRESS RELEASE: Ortec Finance collaborates with Mercer on climate scenario analytics
Today we are thrilled to announce the launch of our collaboration with Mercer.
04 May 2022Why Monte Carlo is not enough: Analyzing portfolio risk in the New Normal
Traditional models of portfolio planning and projection are not enough in these market conditions. Moreover, the models often thought of as an improvement, based on simplistic Monte Carlo simulations, also fall short.
26 April 2022Ortec Finance congratulates The Spaulding Group with its 20th PMAR North America
Ortec Finance is proud sponsor of The Spaulding Group’s 20th Annual PMAR North America Conference and congratulates them with this anniversary.
25 April 2022Quarterly Outlook: Q1 2022
The outlook is based on the Ortec Finance Economic Scenario Generator (ESG) and offers our perspective on recent developments in the economy and capital markets.
21 April 2022Ortec Finance selected in the WealthTech100 list
For the fourth consecutive year, Ortec Finance is proud to be included in the annual WealthTech100 list as one of the most innovative technology solution providers that are tackling digital transformation challenges and opportunities faced by investment firms, private banks and financial advisors.