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.
Related Insights
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26 July 2021Missed our Q2 2021 Scenario Webinar? Access it hereDownload materials if you missed our Q2 webinar - The return of inflation and the frequency domain toolkit for economic modeling by Hens Steehouwer and Patrick Tuijp.
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26 July 2021Quarterly Outlook: June 2021The outlook is based on the Ortec Finance Economic Scenario Generator (ESG) and offers our perspective on recent developments in the economy and capital markets.
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22 July 2021OPAL featured in Arena International’s Financial HandbookWe are proud to be included in Arena International’s Financial Services Disruptive Technology handbook with the OPAL solution. This in-depth look at new technology, trends and innovation within the Financial Services industry is the go-to reference guide for professionals in retail banking, insurance, private banking and wealth management.
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01 July 2021Quarterly Scenario Webinar – The return of inflation and the frequency domain toolkit for economic modelingJoin us on July 22 for the latest edition of the Economic Scenario Outlook webinar. Our in-house experts Patrick Tuijp and Hens Steehouwer will discuss the return of inflation and take you through the frequency domain toolkit for economic modeling.
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21 June 2021Stargazing? Or have the NGFS and the Bank of England missed an opportunity to drive the race to net zero?‘We are all in the gutter, but some of us are looking at the stars’, wrote the Irish playwright Oscar Wilde. The oft-quoted phrase came to mind when reading the influential reports by the Network for Greening the Financial System (NGFS) – a group of 91 central banks and supervisors that came with its second iteration of climate scenarios – and the Bank of England’s (BoE) second iteration of its Climate Biennial Exploratory Scenarios (CBES), both published this month.
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16 June 2021The Road to COP26It has been a busy few weeks here in Europe. From international diplomacy and ESG disclosure requirements and taxation, government leaders have been on the same page to combat the climate crisis and setting a minimum percentage for corporate taxation.
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15 June 2021Richard Owen is speaking at Aite Group’s Digital Innovation in Wealth Management Executive ForumWe are proud to announce that we are a platinum sponsor of Aite Group’s Digital Innovation in Wealth Management Executive Forum. Join this event and learn from industry experts how leading financial institutions have navigated the crisis and how innovation and evolving digital platforms have helped them serve their clients better during the crisis.
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14 June 2021Green benchmarks don’t mitigate all climate risk, but they do shift capitalWillemijn Verdegaal will be speaking at RI Europe 2021 by Responsible Investor! This panel, on June 16, will be a deep-dive on: What financial/environmental changes are Paris-aligned and Climate Transition benchmarks driving?
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10 June 2021CEO and clients very positive about our Client Conference – all materials availableClients were very positive in evaluating the 13th Ortec Finance Client Conference. They were presented a two-day program with many contributions from clients, external speakers and our own specialists.