About this session
In this session we introduce a new OPAL platform being developed. This platform is based on the input from multiple North American wealth management firms. The new platform enables advisors to enhance client engagement through goal based wealth management, through a powerful and intuitive user interface.
Materials available
If you missed parts of this session, or are interested to learn what has been discussed, please download the presentation by filling out the form.
Related Insights
-
21 March 2023Ortec Finance’s Client Conference in-person is backMay 10 & 11 Ortec Finance’s clients gather in Amsterdam for an in-person Client Conference. The event takes place in the iconic Eye Film Museum.
-
14 February 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.
-
24 October 2022Quarterly Outlook: Q4 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.
-
11 July 2022Transform your practice with advanced scenario analysisFor 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.
-
11 May 2022Ortec Finance Expands Global Presence With Appointment Of Kristin HarringtonSAN FRANCISCO, UNITED STATES – (May 11, 2022) Ortec Finance, a global fintech company specialized in offering solutions and services for institutional investors to improve their investment decision-making, is pleased to announce the expansion of its global presence with the appointment of Kristin Harrington as Managing Director, United States.
-
09 May 2022Ortec Finance on tour to meet students this weekThis week Ortec Finance visits Delft and Groningen to meet students and show our career opportunities on May 10, 11 and 12.
-
07 September 2021Ortec Finance COO Martijn Vos in CIO’s top 20 global most influential knowledge brokersEach year, CIO asks a varied group of respected chief investment officers and allocators which consultants and advisors have “done right by them” for the current markets.
-
10 June 2021OPAL Wealth - A new OPAL platform that enhances client engagement through goals based wealth managementIn this session we introduce a new OPAL platform being developed. This platform is based on the input from multiple North American wealth management firms. The new platform enables advisors to enhance client engagement through goal based wealth management, through a powerful and intuitive user interface.