How will my assets develop under various volatile circumstances? What steps do I have to take to make my financial plan sustainable? Reliable information on risk, return and the probability of meeting future goals is essential when making financial decisions. Scenario analysis provides this information by visualizing how assets will most likely develop over time. It also demonstrates the impact of investment decisions, changes in a client’s financial situation and market developments.
Platform for goal based planning and monitoring
OPAL platform is our goal based solution that has specifically been developed to address the needs of different business models as well as a wide range of online propositions for goal based planning and monitoring.
From a client intake module and risk-profiling tool to (online) client reporting and proactive monitoring – OPAL offers you solutions for all stages in a goal-based advisory process. With OPAL, you can translate personal goals into an optimal investment strategy. This client-centric approach further increases the likelihood of meeting your client's expectations and improves business retention. By integrating OPAL, for goal-based strategic planning and goal-based investing, risk and return are communicated consistently across the entire product range and business models, resulting in a uniform investment experience.
OPAL features
We are not afraid to challenge each other
Tom Loonen of InsingerGilissen is convinced that the work of private bankers will not be made superfluous by digitization. Which does not take away the fact that digitization produces good tools that can help him facilitate customers.
“We appreciate that Ortec Finance positions itself as an independent party that also dares to pose critical questions about our governance, investment policy, and how we guarantee good risk management.”
A few of our customers
Contact
Iwan Schafthuizen
Managing Director Business Development
Richard Owen
Business DevelopmentRelated Insights
-
05 May 2021Willemijn Verdegaal is speaking at Responsible Investor UK 2021Willemijn Verdegaal will be speaking at RI UK 2021 by Responsible Investor! This session will discuss data challenges, ESG disclosure, and the impact of the incoming EU regulations for investors. More info and access to the full agenda and registration link here.
-
04 May 2021Ortec Finance featured in the WealthTech100 list as one of the world’s most innovative WealthTech company in 2021For the third consecutive year, we are proud to be featured as one of the top 100 most innovative WealthTech companies in the world with our OPAL solution. The prestigious list recognizes solution providers for their innovative use of technology to solve a significant industry problem, or to generate cost savings or efficiency improvements. This year’s editions also features an interview with Ronald Janssen, our Goal Based Planning solution head.
-
26 April 2021Not attended our Q1 2021 Scenario Webinar – Introducing our latest innovation: a credit rating transition module? Download hereDownload materials if you missed our Q1 webinar - Introducing our latest innovation: a credit rating transition module by Alex Boer and Patrick Tuijp.
-
26 April 2021Quarterly Outlook: March 2021The outlook is based on the Ortec Finance Economic Scenario Generator (ESG) and offers our perspective on recent developments in the economy and capital markets.
-
22 April 2021Missed our Currency attribution: putting theory into practice webinar?Missed our April 20 Currency attribution, putting theory into practice webinar by Bas Leerink? Recording and presentation available.
-
01 April 2021Join our webinar Currency attribution: putting theory into practiceJoin our webinar Currency attribution: putting theory into practice. Bas Leerink, Team leader Global Implementations PEARL, will guide you through the relevant theory and show you how this is put into practice.
-
01 April 2021Ortec Finance’s OPAL featured as industry expert in WealthBriefing’s Technology Traps Report
The wealth industry’s efforts to automate (parts of) the advice process are progressing fast. Yet as ever, achieving progress is not without its challenges. This publication presents the collective insight of technology thought leaders around the world to help firms avoid technology traps. Read the full publication here.
-
18 March 2021PEARL and currency 2/3: Currency Overlay Attribution: A Practical Guide
How PEARL takes the currency dimension into account in performance measurement & attribution calculations of investments. Download 30 page paper 2/3
-
12 March 2021Ton van Welie, CEO Ortec Finance, announces 2021 virtual Client ConferenceTon van Welie, CEO Ortec Finance, announces 2021 virtual Client Conference for May 18 and 20.