Request your demo
For more information download our IDP leaflet by filling out the form
Related Insights
-
20 June 2022Practice building made easier with advanced portfolio projection modelsBeing 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.
-
20 June 2022Ortec Finance works with Duke University to take first steps to incorporating Ecosystem Services Loss in financial climate risk modellingThe aim of this research is to better understand the most scientifically sound, yet practical way to measure the effect of Biodiversity and Ecosystem Service (BES) losses on the economy
-
17 June 2022Building Your Future, Your Super (YFYS) Performance Test – a ReflectionAs part of the regulator’s effort to improve Australia’s superannuation industry, the Government’s Your Future, Your Super reforms came into effect on 1 July 2021. It came to our attention that…
-
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….
-
10 June 2022Ortec Finance is proud sponsor of TSAM London this year tooJune 16 2022, TSAM (The Summit for Asset Management) London will be held. Ortec Finance is proud sponsor of this event. Meet our team.
-
09 June 2022Funding ratio and solvency ratio attribution explained in webinarOn June 21 4:00pm CEST Maarten Niederer hosts a funding ratio, or solvency ratio, attribution webinar.
-
27 May 2022Better client outcomes through advanced portfolio projection
A better portfolio projection model can offer more realistic and useful insights for advisors and their clients in changing market conditions. What should an advisor look for?
-
17 May 2022Ortec Finance Accelerate Its Growth of Goal Based Investment with Appointment of Neil Greenbaum
Ortec Finance is pleased to announce the continued leadership and development of the OPAL Wealth platform and OPAL for Salesforce in North America with the appointment of Neil Greenbaum as Executive Vice President, Sales & Partnerships, North America.
-
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.