Audience

Financial advisors and wealth managers seeking a tool to align clients' investment strategies with their personal financial goals

About Ortec Finance

Ortec Finance is a comprehensive solution designed to support advisors and clients in the advice delivery and monitoring process. It offers an integrated, holistic approach to goal-based financial advice, helping to better manage market uncertainties and minimize complexity for clients when making investment decisions. Its scalable goals-based solutions streamline the delivery of personal financial advice across an entire book of business. Its API structure enables easy integration with existing tech stacks, accommodating traditional, digital, or hybrid client interactions. By translating clients’ personal financial goals into suitable and optimal investment strategies using institutional-grade economic scenarios, it proactively monitors advice through the OPAL solution. Ortec Finance's solutions are accessible via APIs and a plug-and-play user interface, catering to advisors, wealth and asset managers, and more.

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Integrations

API:
Yes, Ortec Finance offers API access
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Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

Ortec Finance
Founded: 1981
The Netherlands
www.ortecfinance.com/en/solutions/goals-based-wealth-platform

Videos and Screen Captures

Ortec Finance Screenshot 1
Ortec Finance Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
24/7 Live Support
Online

Ortec Finance Frequently Asked Questions

Q: What kinds of users and organization types does Ortec Finance work with?
Q: What languages does Ortec Finance support in their product?
Q: What kind of support options does Ortec Finance offer?
Q: What other applications or services does Ortec Finance integrate with?
Q: Does Ortec Finance have an API?
Q: What type of training does Ortec Finance provide?

Ortec Finance Product Features