Munnypot has been an esteemed client of Ortec Finance since 2015.
Munnypot is an award winning, automated online investment advice solution that brings a fresh approach to the challenge of delivering affordable and easy to understand financial advice. Prior to Munnypot, it is believed that a large proportion of people could not get access to financial advice because the fees and investment minimums were far too steep, or they didn’t have the time or confidence to invest.
Munnypot was created to service the mass market who cannot easily access traditional financial advice. Munnypot provides regulated, direct-to-consumer investment advice from start to finish, assumes full responsibility for the actions taken, aiming to remove the stress and decision making for the consumer. The Munnypot business-to-business service provides a white label solution supported by a robust and personalized delivery plan.
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14 January 2021PRESS RELEASE: Russ Bowdrey new Client Servicing Team Lead for Ortec Finance’s Climate & ESG SolutionsOrtec Finance, the leading global provider of technology and solutions for risk and return management, is proud to welcome Russ Bowdrey as Team Lead, Client Servicing for our Climate & ESG Solutions.
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17 December 2020Looking back at one year in the Australian officeIn January 2020 Ortec Finance opened its office in Melbourne and appointed Stefano Lee to head up the office as Managing Director for Australia and New Zealand.
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17 December 2020How Climate Change may affect Retail Wealth AdviceWhile institutional investors are already incorporating the risks and opportunities of ClimateChange into their policies, this is still barely the case for retail investors and their advisors. How may the potential consequences of Climate Change affect the perspective on expected rate of return? And how does this perspective impact decision-making for retail investors? With this series of blogs, we would like to give you a little sneak peek into our own innovation roadmap. In the next few months, we will publish several blogs and discuss our developments on some important components of the advice process. Read the third article of the blog series here.
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18 November 2020Boost the Added Value of Advice with Goal MonitoringRecent turbulence on the financial markets and the current uncertainty around the global economy highlight the necessity for frequently updated plans and goal-based strategies. Common market practice to provide a static plan to help clients reach their financial objectives, based on past performance only, is outdated. The technology to help advisors improve the investment decision making of their clients in a cost-effective and efficient way is available, so why wait?
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10 November 2020Ortec Finance to present at World Summit AI
David Kroon, Research Engineer at Ortec Finance’s R&D Labs to speak about Machine Learning in Automated Valuation Models at World Summit AI on November 12.
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06 November 2020Proud sponsor of Cutter Associates Virtual Meetings
PEARL, Ortec Finance performance measurement & attribution software proud sponsor of Cutter Associates Virtual Member Meetings. Info, agenda, registration.
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26 October 2020Missed our Q3 Economic Outlook & Correlations webinar? Download materials hereDownload the presentation, videorecording, Correlations whitepaper and our Q3 Economic Outlook here
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15 September 2020Ortec Finance releases new and unique wealth management capabilities to the Salesforce PlatformOrtec Finance has released brand new functionality with the OPAL app release on the Salesforce AppExchange that enables wealth managers and advisors to monitor their client’s financial goals. Read more in this press release.
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14 September 2020Union Investment goes live with PEARLUnion Investment, one of the most successful German fund managers, has adopted Ortec Finance’s Performance Measurement, Attribution & GIPS solution PEARL for their asset management services.