Portfolio optimization is the current academic standard for determining an investor’s optimal portfolio. By incorporating future return information and the investor’s goal into the optimization problem, it aims to determine the investor’s optimal investment decision. In the paper is shown how near-optimal portfolios can be used in a new methodology for portfolio construction.
18 November 2020Boost the Added Value of Advice with Goal Monitoring
Recent turbulence on the financial markets and the current uncertainty around the global economy highlight the necessity for frequently updated plans and goal-based strategies. Common market practice to provide a static plan to help clients reach their financial objectives, based on past performance only, is outdated. The technology to help advisors improve the investment decision making of their clients in a cost-effective and efficient way is available, so why wait?
15 September 2020Ortec Finance releases new and unique wealth management capabilities to the Salesforce Platform
Ortec Finance has released brand new functionality with the OPAL app release on the Salesforce AppExchange that enables wealth managers and advisors to monitor their client’s financial goals. Read more in this press release.
23 July 2020Boost the added value of advice with goal monitoring
Our back test and forward-looking analysis find that this methodology leads to better results than current market practice, making use of a static strategy. With goal monitoring, advisors have the tools that proactively help to add value to their clients. This will not only increase client engagement and retention, but also run their business efficiently.
29 April 2020Ohpen and Ortec Finance join forces to bring much needed innovation to pensions
Core banking platform Ohpen and technology and solution provider Ortec Finance announce a partnership to bring much-needed innovation to pensions solutions available in the market. By combining the Ohpen Platform with Ortec Finance forecasting engine (OPAL), retail customers of financial services companies now have access to a comprehensive wealth forecast including all of their assets.
28 April 2020Ortec Finance featured in the WealthTech 100 list as one of the world’s most innovative digital solutions providers for 2020
Ortec Finance is featured in the WealthTech 100 list as one of the world’s most innovative digital solutions providers for 2020. With goal based planning and monitoring, advisors can have a real-time overview of their client’s goals and whether these are on- or off track.
15 April 2020Enable Goal-Based planning and monitoring for all of your clients
With goal based planning and monitoring, advisors can have a real-time overview of their client’s goals and whether these are on- or off track.
08 April 2020A health check for financial goals
With goal monitoring, advisors can have a real-time overview of whether their clients are on- or off track.
20 March 2020Financial models and the corona crisis
The world is fighting a pandemic, the outbreak of COVID-19. The impact on our health, social lives, the global economy and financial markets is immense and at times almost surreal. Governments and central banks are taking drastic measures reminiscent of the Global Financial Crisis.Asset Management / Banks Retail and Private / Independent Financial Advisors / Insurance Companies / Pension Funds / Sovereign Wealth Funds / Wealth Management / Asset Allocation / Asset Liability Management / Climate ESG Solutions / Economic Scenario Generator / Goal Based Planning / Retirement Planning / Strategic Risk Management / Wealth Planning and Monitoring
18 March 2020What to do with infected financial plans?
The last couple of weeks have been extremely impactful as a result of the COVID-19 outbreak in all aspects. Most financial plans are suffering from an indirect infection by the virus as well. Should we stick to the plan?