Transforming wealth management: Agentforce and OPAL for Goal-Based Planning and Consumer Duty
Salesforce's Agentforce and OPAL help advisers provide ongoing, compliant advice.
09 August 2024
Navigating FCA Regulations: Key Insights for Financial Firms
Discover essential insights on managing closed products and board reports under Consumer Duty.
26 July 2024
FCA Risk Questionnaire Requirements: Ensuring Compliance and Client Protection
Ensure FCA compliance with thorough client risk profiling, suitability, and appropriateness checks. What are the key requirements?
25 June 2024
Driving Personalized Financial Engagement in Wealth Management: St. James's Place Approach
In the rapidly evolving wealth management industry, St. James’s Place (SJP) is setting a new standard for client engagement and advisor productivity.
17 June 2024
In Pursuit of Financial Well-Being: The Role of Goals-Based Planning
Achieve financial well-being through goals-based planning. Learn how tailored financial advice and setting realistic goals can transform one’s financial future
22 May 2024
Client Story Lawsons Network
This Client Story tells why Lawsons Network chose for Ortec Finance’s fully integrated goals-based investing solution OPAL.