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.
01 April 2021Join our webinar Currency attribution: putting theory into practice
Join our webinar Currency attribution: putting theory into practice. Bas Leerink, Team leader Global Implementations PEARL, will guide you through the relevant theory and show you how this is put into practice.
01 April 2021Ortec Finance’s OPAL featured as industry expert in WealthBriefing’s Technology Traps Report
The wealth industry’s efforts to automate (parts of) the advice process are progressing fast. Yet as ever, achieving progress is not without its challenges. This publication presents the collective insight of technology thought leaders around the world to help firms avoid technology traps. Read the full publication here.
12 March 2021Ton van Welie, CEO Ortec Finance, announces 2021 virtual Client Conference
Ton van Welie, CEO Ortec Finance, announces 2021 virtual Client Conference for May 18 and 20.Asset Management / Banks Retail and Private / Independent Financial Advisors / Insurance Companies / Pension Funds / Sovereign Wealth Funds / Wealth Management / Asset Liability Management / Climate ESG Solutions / Economic Scenario Generator / Goal Based Planning / Performance Measurement and Attribution
08 March 2021UNEP FI Recognizes Ortec Finance’s Climate & ESG Solutions as Important Climate Risk Assessment Tools
Ortec Finance’s Climate MAPS, Climate PREDICT, and Climate ALIGN were recognized as important tools for climate risk assessment in the latest United Nations Environment Programme Finance Initiative (UNEP FI) climate report The Climate Risk Landscape.
02 March 2021Ortec Finance featured in Wealth Mosaics WealthTech Views Report
We are very excited to announce that our Goal Based Planning solution has been featured in this year’s WealthTech Views Report, published by Wealth Mosaic. This report provides insights into the main trends in wealth management for 2021.
25 February 2021Ronald Janssen is speaking at the Digital Integration in Wealth Management 2021
We are delighted to announce that we are proud sponsors of Arena’s Digital Integration in Wealth Management.
17 February 2021Lisa Eichler is Presenting at CAiP Virtual Forum 2021
Join us at the CAiP virtual forum on February 25th! Our Climate & ESG Solutions Co-Head Lisa Eichler, will host a session on climate scenario analysis, together with Laura Zizzo, CEO & Co-Founder of Manifest Climate.
12 February 20212020 Customer Satisfaction Survey shows once again consistent high scores
For the third year in a row, the survey shows consistent high scores on satisfaction!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 / Wealth Planning and Monitoring
12 February 2021New Year, New US President - What does a Biden Presidency mean for climate action and what can we expect from the United States in the coming years?
New Year, New US Presidency. Never has objective information on where the world is heading in combination with comprehensive scenario analysis been more important.