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
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17 June 2025From static to strategic: Reimagining decumulation adviceRetirement planning now demands ongoing, compliant advice — not static tools — to meet evolving client needs and regulatory expectations.
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03 April 2025Spring Statement 2025: Steering clients through the fiscal forecast before the storm hitsSpring Statement 2025: Advisers must help clients navigate upcoming CGT, IHT, and pension reforms—preparing now ensures resilience in an evolving tax landscape.
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03 April 2025PRESS RELEASE Ortec Finance boosts UK growth with appointment of Mark GloverOrtec Finance deepens its commitment to the UK market with the appointment of Mark Glover as Managing Director – Head of UK Wealth Management.
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11 August 2025Beyond the portfolioDiscover how goals-based investment planning boosts trust and AuM -up to 15%- with dynamic insights and scalable client engagement.
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29 July 2025AI in Advice: Assistant or Adversary?AI is reshaping financial advice, enhancing, not replacing advisers. Trust, transparency, and collaboration define the future.
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25 July 2025Quarterly Outlook: Q2 2025The 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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17 July 2025Preparing for our International Client Conference 2026The biennial global Ortec Finance Client Conference 2026 will span two full thought-provoking days, featuring engaging, innovative sessions.
Asset Management / Banks Retail and Private / Housing Associations / Independent Financial Advisors / Insurance Companies / Pension Funds / Sovereign Wealth Funds / Wealth Management / Asset Allocation / Asset Liability Management / Climate Scenarios Sustainability / Economic Scenario Generator / Goals-Based Investing / Goals-Based Planning / Performance Measurement and Attribution / Real Estate Financial Planning / /Ormetrics/Corporate/Home/Solutions/Real Estate Management / Real Estate Financial Planning / /Ormetrics/Corporate/Home/Solutions/Retirement Planning / Risk neutral scenarios / Strategic Risk Management / /Ormetrics/Corporate/Home/Solutions/Wealth Planning and Monitoring -
24 June 2025PRESS RELEASE: New report highlights evolving investment suitability practices in CanadaNew research report reveals how Canadian firms are evolving investment suitability post-CFRs—insights, gaps, and global comparisons.
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24 June 2025From compliance to client value: Evolving investment suitability in CanadaTransform investment suitability from a compliance burden to client value driver—insights from 20 leading Canadian wealth firms.
-
17 June 2025From static to strategic: Reimagining decumulation advice
Retirement planning now demands ongoing, compliant advice — not static tools — to meet evolving client needs and regulatory expectations.
-
03 April 2025Spring Statement 2025: Steering clients through the fiscal forecast before the storm hits
Spring Statement 2025: Advisers must help clients navigate upcoming CGT, IHT, and pension reforms—preparing now ensures resilience in an evolving tax landscape.
-
03 April 2025PRESS RELEASE Ortec Finance boosts UK growth with appointment of Mark Glover
Ortec Finance deepens its commitment to the UK market with the appointment of Mark Glover as Managing Director – Head of UK Wealth Management.
-
11 August 2025Beyond the portfolio
Discover how goals-based investment planning boosts trust and AuM -up to 15%- with dynamic insights and scalable client engagement.
-
29 July 2025AI in Advice: Assistant or Adversary?
AI is reshaping financial advice, enhancing, not replacing advisers. Trust, transparency, and collaboration define the future.
-
25 July 2025Quarterly Outlook: Q2 2025
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.
-
17 July 2025Preparing for our International Client Conference 2026
The biennial global Ortec Finance Client Conference 2026 will span two full thought-provoking days, featuring engaging, innovative sessions.
Asset Management / Banks Retail and Private / Housing Associations / Independent Financial Advisors / Insurance Companies / Pension Funds / Sovereign Wealth Funds / Wealth Management / Asset Allocation / Asset Liability Management / Climate Scenarios Sustainability / Economic Scenario Generator / Goals-Based Investing / Goals-Based Planning / Performance Measurement and Attribution / Real Estate Financial Planning / /Ormetrics/Corporate/Home/Solutions/Real Estate Management / Real Estate Financial Planning / /Ormetrics/Corporate/Home/Solutions/Retirement Planning / Risk neutral scenarios / Strategic Risk Management / /Ormetrics/Corporate/Home/Solutions/Wealth Planning and Monitoring -
24 June 2025PRESS RELEASE: New report highlights evolving investment suitability practices in Canada
New research report reveals how Canadian firms are evolving investment suitability post-CFRs—insights, gaps, and global comparisons.
-
24 June 2025From compliance to client value: Evolving investment suitability in Canada
Transform investment suitability from a compliance burden to client value driver—insights from 20 leading Canadian wealth firms.
-
17 June 2025From static to strategic: Reimagining decumulation advice
Retirement planning now demands ongoing, compliant advice — not static tools — to meet evolving client needs and regulatory expectations.
-
03 April 2025Spring Statement 2025: Steering clients through the fiscal forecast before the storm hits
Spring Statement 2025: Advisers must help clients navigate upcoming CGT, IHT, and pension reforms—preparing now ensures resilience in an evolving tax landscape.
-
03 April 2025PRESS RELEASE Ortec Finance boosts UK growth with appointment of Mark Glover
Ortec Finance deepens its commitment to the UK market with the appointment of Mark Glover as Managing Director – Head of UK Wealth Management.