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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28 September 2023Jumpstart | #1 - Exploring the universe of sustainable finance optionsThe pursuit of sustainability has become a major societal focus in recent years, leading to a growing number of opportunities in public and private sectors, as well as non-governmental organizations (NGOs). To assist those looking to embark on this journey, Ortec Finance’s Climate Science Lead, Dr Bronwyn Claire and United Nations Environmental Program Finance Initiative’s (UNEP FI) TCFD Program Lead, David Carlin share their insights with a five-part blog series - Jumpstart.
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26 September 2023PRESS RELEASE: Canadian wealth managers and financial advisors to drive international investments, new research findsThe study found 78% are developing more internationally diversified portfolios.
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14 September 2023PRESS RELEASE: Clients increase their exposure to cash and alternatives, says new study of Canadian wealth managers and financial advisorsAlmost nine in 10 (86%) say they’ve been increasing their clients’ overall allocation to alternatives.
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30 August 2023PRESS RELEASE: Canadian clients increase their risk appetite as investment goals are hampered by volatile markets, says new studyAlmost all wealth managers and financial advisors say their clients’ investment goals have been adversely affected by recent market volatility.
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07 August 2023St James’s Place: Modernizing client engagement and increasing advisor productivityFirms utilizing available technology to personalize client engagement will be best positioned to capture a meaningful market opportunity St. James's Place is fully focused on delivering this highly personalized experience.
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01 August 2023PRESS RELEASE: Dramatic increase in focus on ESG investing Canadian wealth managers and financial advisors sayNearly all wealth managers and financial advisors say clients are increasing their focus on ESG credentials in their investment portfolios.
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25 July 2023Welcome to the Ortec Finance Goals-Based Investing Podcast!Join us for this journey into the evolution of a client-centric advisory model which identifies and monitors financial goals.
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24 July 2023Quarterly Outlook: Q2 2023The 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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20 July 2023PRESS RELEASE: Exponential client growth will continue to accelerate, say Canadian wealth and financial advisorsNumber of clients serviced by Canadian wealth managers will continue to grow due to impact of technology and a growing population of mass affluent, new research found.