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.
Related Insights
-
18 November 2020Boost the Added Value of Advice with Goal MonitoringRecent turbulence on the financial markets and the current uncertainty around the global economy highlight the necessity for frequently updated plans and goal-based strategies. Common market practice to provide a static plan to help clients reach their financial objectives, based on past performance only, is outdated. The technology to help advisors improve the investment decision making of their clients in a cost-effective and efficient way is available, so why wait?
-
06 November 2020Proud sponsor of Cutter Associates Virtual MeetingsPEARL, Ortec Finance performance measurement & attribution software proud sponsor of Cutter Associates Virtual Member Meetings. Info, agenda, registration.
-
15 September 2020Ortec Finance releases new and unique wealth management capabilities to the Salesforce PlatformOrtec Finance has released brand new functionality with the OPAL app release on the Salesforce AppExchange that enables wealth managers and advisors to monitor their client’s financial goals. Read more in this press release.
-
23 July 2020Boost the added value of advice with goal monitoringOur back test and forward-looking analysis find that this methodology leads to better results than current market practice, making use of a static strategy. With goal monitoring, advisors have the tools that proactively help to add value to their clients. This will not only increase client engagement and retention, but also run their business efficiently.
-
01 July 2020Innovation in Goal Based PlanningWe have seen that business can rapidly change due to unforeseen circumstances. Our solution gives clients and advisors access to goal based planning through realistic portfolio projections. With this series of blogs, we would like to give you a little sneak peek into our own innovation roadmap.
-
24 June 2020Ortec Finance Partners with Wealth DynamixCore banking platform Ohpen and technology and solution provider Ortec Finance announce a partnership to bring much-needed innovation to pensions solutions available in the market. By combining the Ohpen Platform with Ortec Finance’s forecasting engine (OPAL), retail customers of financial services companies now have access to a comprehensive wealth forecast including all of their assets.
-
29 April 2020Ohpen and Ortec Finance join forces to bring much needed innovation to pensionsCore banking platform Ohpen and technology and solution provider Ortec Finance announce a partnership to bring much-needed innovation to pensions solutions available in the market. By combining the Ohpen Platform with Ortec Finance forecasting engine (OPAL), retail customers of financial services companies now have access to a comprehensive wealth forecast including all of their assets.
-
28 April 2020Ortec Finance featured in the WealthTech 100 list as one of the world’s most innovative digital solutions providers for 2020Ortec Finance is featured in the WealthTech 100 list as one of the world’s most innovative digital solutions providers for 2020. With goal based planning and monitoring, advisors can have a real-time overview of their client’s goals and whether these are on- or off track.
-
15 April 2020Enable Goal-Based planning and monitoring for all of your clientsWith goal based planning and monitoring, advisors can have a real-time overview of their client’s goals and whether these are on- or off track.