Banking

Banking for individual clients has evolved from a simple transactional business, focused on day-to-day banking, to incorporating a more comprehensive view of the clients’ total financial needs. Today’s clients are looking for integrated digital delivery, across multiple platforms, with or without direct human interaction, and with lower costs and more added value. A core part of this digital client experience is saving and investing for long term financial goals.

Support clients across multiple segments with investment decisions

Whether it’s saving for retirement, a major purchase or their kids’ education expenses, clients are looking for – digital – support and advice to help them make smart investment decisions. This should allow them to set goals, determine feasible objectives and select a portfolio that is most likely to achieve these goals. As market conditions and their financial situation change, clients are looking for timely advice – automated or supported by human advisors – to keep their goals on track.

Ortec Finance Solutions

The core business of Ortec Finance is the construction of global economic models that support decision making through market uncertainty. For more than 40 years, we have been doing this for the largest global institutional money managers. We apply these capabilities to individual client accounts to provide a realistic projection of how their portfolio will grow over time, and evaluate the feasibility to meet their long term goals. As the investment portfolio and the economic outlook change over time, the projections are dynamically updated and provide timely insight on how to keep goals on track.