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.
20 June 2022Practice building made easier with advanced portfolio projection models
Being able to provide a sophisticated analysis of risk–return scenarios for clients offers a clearer line of sight into a client goals, no matter what the market brings.
16 June 2022PRESS RELEASE: Ortec Finance Announces Partnership with ESG Book to Accelerate Investor Access to Sustainability Data and Insights
The collaboration with ESG Book will provide clients with a one-stop shop for sustainability analysis. ESG Book, formerly Arabesque S-Ray, combines cutting-edge technology….
27 May 2022Better client outcomes through advanced portfolio projection
A better portfolio projection model can offer more realistic and useful insights for advisors and their clients in changing market conditions. What should an advisor look for?
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
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
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.
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.