Better manage market uncertainties and minimize the complexity for clients when making investment decisions, by offering an integrated, holistic approach to goals-based financial advice.
Translate financial goals
Our proven, scalable goals-based solutions streamline the delivery of personal, financial advice for your entire book of business. The API structure enables our solutions to easily connect with your tech stack where and how clients want it -in traditional, digital or hybrid fashion.
Translate clients’ personal financial goals into a suitable and optimal investment strategy using institutional grade economic scenarios and proactively monitor the advice with our OPAL solution.
What is Goals-Based Advice
Our Goals-Based Wealth Platform solutions are available through APIs as well as a plug and play user interface for advisors, wealth/asset managers, retail and private banks, Portfolio Managers/Family offices and financial planners.
Goals-Based Investing
One powerful wealth advisory solution suite
Available worldwide
Goals-Based Planning
One powerful financial planning solution suite
Available in the Netherlands & UK only.
Partners
Ortec Finance partners with all types of solution providers delivering technology in the wealth management space to deliver end-to-end solutions that address clients’ complex challenges while accelerating growth.
We have trusted business partnerships with leading global consultancies and platform providers including:
A few of our clients
Contact
Iwan Schafthuizen
Managing Director Business Development and Platforms
Neil Greenbaum
Executive Vice President, Sales & Partnerships North AmericaRelated 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.