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
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04 December 2020Ortec Finance’s Head of Research article published in The ActuaryHens Steehouwer publishes in The Actuary on the frequency domain for correlations over different time periods, and its application in Economic Scenario Generators.
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02 December 2020Tessa Kuijl to speak at RiskMinds Insurance December 9Tessa Kuijl will present Taking into account non-traditional risk-drivers – a holistic ‘climate change’ approach on RiskMinds Insurance Virtual Main Conference.
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01 December 2020Thari Diefenbach and Maurits van Joolingen to speak at TSAM Tech ShowThari Diefenbach and Maurits van Joolingen will host a session on Providing Insights Into Complex Investment Decisions during the TSAM Tech Show on December 9.
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18 November 2020Boost the Added Value of Advice with Goal MonitoringRecent 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?
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11 November 2020Simulating FX hedging strategies and their impact on capital and dividendsWith-Profits Portfolio Optimization at a Time Of Heightened Uncertainty III: simulating FX hedging, by Frido Rolloos and Marco Hoogendijk. Download here.
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10 November 2020Ortec Finance to present at World Summit AIDavid Kroon, Research Engineer at Ortec Finance’s R&D Labs to speak about Machine Learning in Automated Valuation Models at World Summit AI on November 12.
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06 November 2020Proud sponsor of Cutter Associates Virtual Meetings
PEARL, Ortec Finance performance measurement & attribution software proud sponsor of Cutter Associates Virtual Member Meetings. Info, agenda, registration.
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04 November 2020Elske van Burgt in 8th iPARM 2020 panel8th iPARM 2020 with Elske van de Burgt, Head of Investment Performance in panel The Pros And Cons Of Traditional Investment Risk Measures. Listen or buy tickets.
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26 October 2020Missed our Q3 Economic Outlook & Correlations webinar? Download materials hereDownload the presentation, videorecording, Correlations whitepaper and our Q3 Economic Outlook here