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.
25 February 2021Ronald Janssen is speaking at the Digital Integration in Wealth Management 2021
We are delighted to announce that we are proud sponsors of Arena’s Digital Integration in Wealth Management.
17 February 2021Lisa Eichler is Presenting at CAiP Virtual Forum 2021
Join us at the CAiP virtual forum on February 25th! Our Climate & ESG Solutions Co-Head Lisa Eichler, will host a session on climate scenario analysis, together with Laura Zizzo, CEO & Co-Founder of Manifest Climate.
12 February 20212020 Customer Satisfaction Survey shows once again consistent high scores
For the third year in a row, the survey shows consistent high scores on satisfaction!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 / Wealth Planning and Monitoring
09 February 2021Goal Priorities in Multi-Goal Based Planning
Increase client engagement and further improve the value and quality of advice by adopting a goal-based approach. As financial advice shifts more and more to a client-centric approach, bank and wealth managers must ensure the product they are selling matches the goals of their clients. Learn more on how to become THE wealth coach for your clients in our blog.
25 January 2021Quarterly Outlook: December 2020
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.
14 January 2021PRESS RELEASE: Russ Bowdrey new Client Servicing Team Lead for Ortec Finance’s Climate & ESG Solutions
Ortec Finance, the leading global provider of technology and solutions for risk and return management, is proud to welcome Russ Bowdrey as Team Lead, Client Servicing for our Climate & ESG Solutions.
17 December 2020Looking back at one year in the Australian office
In January 2020 Ortec Finance opened its office in Melbourne and appointed Stefano Lee to head up the office as Managing Director for Australia and New Zealand.Asset Management / 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 / Wealth Planning and Monitoring
17 December 2020How Climate Change may affect Retail Wealth Advice
While institutional investors are already incorporating the risks and opportunities of ClimateChange into their policies, this is still barely the case for retail investors and their advisors. How may the potential consequences of Climate Change affect the perspective on expected rate of return? And how does this perspective impact decision-making for retail investors? With this series of blogs, we would like to give you a little sneak peek into our own innovation roadmap. In the next few months, we will publish several blogs and discuss our developments on some important components of the advice process. Read the third article of the blog series here.
18 November 2020Boost the Added Value of Advice with Goal Monitoring
Recent 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?