FinTech Global has unveiled its annual WealthTech100 list, which recognizes the most innovative companies in the rapidly expanding WealthTech sector. Ortec Finance has been included in this list for the fifth year running with its OPAL software solution.
The list comprises the top 100 technology solution providers that are addressing the digital transformation challenges and opportunities faced by investment firms, private banks, and financial advisors. A panel of analysts and industry experts voted from a list of over 1,200 businesses, selecting the winners for their innovative use of technology to address significant industry problems or improve efficiency across the investment value chain.
Ortec Finance's OPAL solution enables financial institutions and advisors to translate their clients' personal goals into an optimal investment plan and track those goals over time, streamlining the goal-based advisory process in wealth management and retirement planning. The tool can be easily integrated with business processes and is compliant with international regulations.
Ortec Finance's OPAL solution enables financial institutions and advisors to translate their clients' personal goals into an optimal investment plan and track those goals over time, streamlining the goal-based advisory process in wealth management and retirement planning. The tool can be easily integrated with business processes and is compliant with international regulations.
The complete list and further information about the featured companies can be found in the research PDF available for download, which also includes an interview with Iwan Schafthuizen, Managing Director Goal Based Planning at Ortec Finance on the approach to evolving client expectations.
Download the full pdf here
If you would like to receive more information or have any questions about OPAL, please contact us below.
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Iwan Schafthuizen
Managing Director Business Development and Platforms