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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15 June 2021Richard Owen is speaking at Aite Group’s Digital Innovation in Wealth Management Executive ForumWe are proud to announce that we are a platinum sponsor of Aite Group’s Digital Innovation in Wealth Management Executive Forum. Join this event and learn from industry experts how leading financial institutions have navigated the crisis and how innovation and evolving digital platforms have helped them serve their clients better during the crisis.
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15 June 2021Investment performance method by Ortec Finance republished in Journal of Performance MeasurementOrtec Finance is honored that the Journal of Performance Measurement (JPM) republished a Landmark article that was co-authored by Elske van de Burgt
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14 June 2021Green benchmarks don’t mitigate all climate risk, but they do shift capitalWillemijn Verdegaal will be speaking at RI Europe 2021 by Responsible Investor! This panel, on June 16, will be a deep-dive on: What financial/environmental changes are Paris-aligned and Climate Transition benchmarks driving?
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10 June 2021CEO and clients very positive about our Client Conference – all materials availableClients were very positive in evaluating the 13th Ortec Finance Client Conference. They were presented a two-day program with many contributions from clients, external speakers and our own specialists.
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10 June 2021OPAL Wealth - A new OPAL platform that enhances client engagement through goals based wealth management
In this session, Richard Owen, Vice President located in our Toronto office, introduces a new OPAL platform being developed and 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.
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10 June 2021VisualVest, from a Robo advice start-up to a nationwide roll out in the Cooperative Banking Network
Clients were very positive about our Client Conference. View here the recording and download the presentation of the session “VisualVest, from a Robo advice start-up to a nationwide roll out in the Cooperative Banking Network”.
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10 June 2021How to integrate climate into investment decision making
Clients were very positive about our Client Conference. View here the recording and download the presentation of the session “How to integrate climate into investment decision making”.
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31 May 2021Ortec Finance’s holistic investment decision approach presented. Slides availableMay 27 Maurits van Joolingen introduced Ortec Finance’s approach including the advantages of a holistic investment decision process in Melbourne.
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25 May 2021Maurits van Joolingen to present on our holistic approach to investment decision making at IBRC eventUnderstanding and improving key decisions of your investment process, is what Maurits will talk about on May 27 at IBRC’s 4th annual asset allocation and performance measurement event.