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.
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24 February 2023WEBINAR RECORDING: Portfolio net-zero alignment with ClimateALIGNFind out how you can achieve portfolio net-zero alignment with an independent and comprehensive Implied Temperature Rise (ITR) metric
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14 February 2023Conquest Planning chooses Ortec Finance to enhance its market leading financial planning platformBy providing Conquest with stochastic modelling for its volatility analysis module Ortec Finance reaffirms is position as a leading global provider of technology and solutions for risk and return management.
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17 January 2023Portfolio net-zero alignment in a nutshellLearn how the Implied Temperature Rise (ITR) metric can be the most reliable and comprehensive portfolio net-zero alignment metric
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05 January 2023Welcoming Jochem Van Grondelle to Ortec FinanceJochem Van Grondelle joins Ortec Finance as a senior consultant where he will contribute to the success of banks and wealth managers globally with our OPAL platform
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07 November 2022Neil Greenbaum to present at Aite-Novarica’s Wealth and Asset Management Conference
Please join Neil Greenbaum as he presents at Aite-Novarica’s Wealth and Asset Management Conference in New York on November 9th, 2022