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
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09 April 2024PRESS RELEASE: Ortec Finance releases integrated economic and climate scenariosFind out more about the industry’s first integrated economic and climate risk management tool.
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03 April 2024PRESS RELEASE: Ortec Finance selected once again as a leading WealthTech provider within top ranking listThe prestigious WealthTech100 2024 list, distinguishes the most innovative technology providers that are transforming the operations of investment firms, private banks, and financial advisors. Ortec Finance selected once again!
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02 April 2024PRESS RELEASE: Ortec Finance and Salesforce Partner to Deliver AI and Data-Driven Personalized Finance and Goal Planning for ClientsOrtec Finance and Salesforce, the global leader in CRM, announced a partnership to deliver a more data-driven personalized finance and scalable wealth advice experience for Ortec Finance customers using Salesforce Financial Services Cloud (FSC).
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19 March 2024In-House Student Day: Thursday 30 May, 2024 - RotterdamCalling all students! Join us for an unforgettable day of insights and inspiration at our exclusive In-House Student Day.
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29 February 2024Client Conference 2024 program is releasedMay 15 & 16, 2024 Ortec Finance’s clients gather in Amsterdam for an in-person Client Conference. The event takes place in the iconic Eye Film Museum.
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26 February 2024The Key to Conversations on Risk: Discussing Financial GoalsRisk is often seen as complex and intimidating when it comes to investing. Yet, discussing financial goals is a highly accessible entry point for clients to engage with risk.
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23 February 2024Ortec Finance's 2023 customer satisfaction survey shows high scoresThis consistent positive feedback reflects the strong rapport we share with our clients around how our solutions solve their challenges.
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12 February 2024PRESS RELEASE: Ortec Finance appoints Hens Steehouwer as Chief Innovation OfficerHens will responsible for integrating climate risk and expanding AI capabilities
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08 February 2024The quest to become the best – Becoming the trusted wealth coach and adviserWhat does the journey to the destination of trusted adviser and wealth coach look like? What do clients really want and value, and how can advisers provide that? Find out in this research-led whitepaper.