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
-
07 November 2022Neil Greenbaum to present at Aite-Novarica’s Wealth and Asset Management ConferencePlease join Neil Greenbaum as he presents at Aite-Novarica’s Wealth and Asset Management Conference in New York on November 9th, 2022
-
24 October 2022Quarterly Outlook: Q3 2022The outlook is based on the Ortec Finance Economic Scenario Generator (ESG) and offers our perspective on recent developments in the economy and capital markets.
-
24 October 2022Missed our Q3 2022 Scenario Webinar? Access it hereIf you missed the Quarterly Scenario Webinar on October 20, you can access the presentation, the recording, and the Q3 Economic Outlook here.
-
13 October 2022Portfolio and Goal Monitoring: The Next Level in Goal-Based PlanningFor individual investors and their advisors, this technology can help elevate the advice and management of client goals and enhance the operational efficiency of advisor practices, ultimately helping build better client outcomes.
-
15 September 2022Building Your Future, Your Super (YFYS) Attribution AnalysisThis is second episode of the YFYS performance test series focusing on extending the YFYS performance test to attribution analysis to see what kind of insights we could potentially gain through a simple case study.
-
22 July 2022Q2 Economic Scenario Webinar RecordingIf you missed the Quarterly Scenario Webinar on July 21, you can access the presentation, the recording, and the Q2 Economic Outlook here.
-
11 July 2022Transform your practice with advanced scenario analysis
For individual investors and their advisors, leveraging an institutional-quality technological solution can help elevate the planning and management of client goals and enhance the operational efficiency of advisor practices, ultimately helping build better client outcomes in uncertain markets.
-
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 InsightsThe 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….