Better manage market uncertainties and minimize the complexity for clients when making investment decisions, by offering an integrated, holistic approach to goals-based financial advice.
Translate financial goals
Our proven, scalable goals-based solutions streamline the delivery of personal, financial advice for your entire book of business. The API structure enables our solutions to easily connect with your tech stack where and how clients want it -in traditional, digital or hybrid fashion.
Translate clients’ personal financial goals into a suitable and optimal investment strategy using institutional grade economic scenarios and proactively monitor the advice with our OPAL solution.
What is Goals-Based Advice
Our Goals-Based Wealth Platform solutions are available through APIs as well as a plug and play user interface for advisors, wealth/asset managers, retail and private banks, Portfolio Managers/Family offices and financial planners.
Goals-Based Investing
One powerful wealth advisory solution suite
Available worldwide
Goals-Based Planning
One powerful financial planning solution suite
Available in the Netherlands & UK only.
Partners
Ortec Finance partners with all types of solution providers delivering technology in the wealth management space to deliver end-to-end solutions that address clients’ complex challenges while accelerating growth.
We have trusted business partnerships with leading global consultancies and platform providers including:
A few of our clients
Contact
Iwan Schafthuizen
Managing Director Business Development and Platforms
Neil Greenbaum
Executive Vice President, Sales & Partnerships North AmericaRelated Insights
-
24 June 2025PRESS RELEASE: New report highlights evolving investment suitability practices in CanadaNew research report reveals how Canadian firms are evolving investment suitability post-CFRs—insights, gaps, and global comparisons.
-
24 June 2025From compliance to client value: Evolving investment suitability in CanadaTransform investment suitability from a compliance burden to client value driver—insights from 20 leading Canadian wealth firms.
-
17 June 2025From static to strategic: Reimagining decumulation adviceRetirement planning now demands ongoing, compliant advice — not static tools — to meet evolving client needs and regulatory expectations.
-
03 April 2025Investment suitability in Canada: Navigating the evolving regulatory environmentHow are top financial firms in Canada adapting to new suitability regulations? A new independent study reveals key insights.
-
03 April 2025Spring Statement 2025: Steering clients through the fiscal forecast before the storm hitsSpring Statement 2025: Advisers must help clients navigate upcoming CGT, IHT, and pension reforms—preparing now ensures resilience in an evolving tax landscape.
-
03 April 2025PRESS RELEASE Ortec Finance boosts UK growth with appointment of Mark GloverOrtec Finance deepens its commitment to the UK market with the appointment of Mark Glover as Managing Director – Head of UK Wealth Management.
-
02 April 2025PRESS RELEASE: Ortec Finance recognized in WealthTech100 2025 as a leading innovator in wealth management technologyOrtec Finance has been named in the #WealthTech100 2025 for the 7th year in a row, a testament to relentless innovation!
-
07 March 2025Quarterly Outlook: Q4 2024The outlook is based on the Ortec Finance Economic Scenario Generator (ESG) and offers our perspective on recent developments in the economy and capital markets.
-
04 March 2025Enhancing retirement planning with stochastic cashflow modelling: How OPAL Financial Planning supports you in meeting FCA standardsRetirement planning must evolve. Stochastic cashflow modelling helps firms stay FCA-compliant while giving clients a clearer, risk-adjusted future.