Financial Advisors

How do advisors add value to their clients and engage with them efficiently and at scale? We receive this core question from our clients globally as advisors face the challenge of building sustainable, compliant and scalable businesses. The diverse client base is looking for more tailored advice, timely communication and for their advisors to add value in every interaction that justify the premium fees over emerging robo-investment advisors.

Operational Efficient, Timely Advice to Increase Client Engagement

Advisors benefit from tools that enable them to increase client engagement. The advisors’ core mission is to help clients achieve their investment objectives. To do this, advisors need a scalable way to evaluate whether their clients are on track to meet their investment goals and define next best actions and opportunity triggers to improve their chances of meeting their goals. This will allow advisors to continuously provide timely and insightful advice to their clients and will help their clients achieve their long term goals, which is critical to enhancing client engagement and retention.

Advice is the key to building a wealth management business – and the key to providing that advice is to connect multiple investment portfolios to long term goals. This enables advisors to provide relevant insights and to suggest course corrections timely to their clients.

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.