Helping clients plan for their financial goals adds value, increases client satisfaction with client retention and revenue as a result. For some clients, a traditional financial plan may be required, but in order to help all of your clients, you will need efficient and automated tools that facilitate accessible goal-based planning and portfolio advice.
Planning is just the start, as any plan can become outdated and even irrelevant when circumstances change. As clients demand more value for the fees that you charge, being able to monitor your client’s goals and signal timely ‘course corrections’ is the ultimate means to show your added value as an advisor.
So, how can you provide high quality, client-centric, and scalable planning solutions for 100% of your clients?
Download the whitepaper below and read how we break down the solution into three key parts.
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Ronald Janssen
Managing Director Goals-Based PlanningRelated Insights
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07 November 2024Insights from the FCA’s “Dear CEO” letter of October 7, 2024: What advisers need to knowThe Financial Conduct Authority (FCA) continues to stress the importance of firms prioritizing consumer needs and delivering good outcomes.
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07 November 2024Exciting updates for our international Client Conference formatAnnouncement of some updates regarding the Ortec Finance annual International Client Conference.
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29 October 2024Quarterly Outlook: Q3 2024The outlook is based on the Ortec Finance Economic Scenario Generator (ESG) and offers our perspective on recent developments in the economy and capital markets.
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08 October 2024The Importance of Financial Planning: A Spotlight on World Financial Planning Day 2024As we celebrate World Financial Planning Day 2024, here is why financial planning is more crucial than ever.
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30 September 2024Retirement Planning Myths Debunked: What You Really Need to KnowNavigating retirement planning can feel overwhelming, especially with the myths and misconceptions that surround it.
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17 September 2024PRESS RELEASE: Wealth Managers turn to technology to address challenges74% plan to increase tech investment to tackle regulatory issues and 94% to meet client demands for better ESG portfolio monitory, study shows
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16 September 2024Elevating Your Client Experience with Ortec Finance: Introducing Two Powerful New Tools in OPAL WealthEnhance client experiences with Ortec Finance's OPAL Wealth: New Risk Questionnaire and Compare Portfolios tools to tailor investment strategies.
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03 September 2024PRESS RELEASE: Wealth Managers expect strong client growth to continue
Rising numbers of mass affluent and high net worth clients and investment in technology is fueling expansion
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20 August 2024Webinar: Goals-Based Investment Planning EssentialsOn October 3rd, our in-house experts Neil Greenbaum and Roger Hernandez, will discuss how a goals-based investment planning methodology can help Canadian banks and wealth management firms provide more timely, insightful, and valuable advice at scale for 100% of the client base.