Ortec Finance

HQ Address

Boompjes 40, 3011 XB, Rotterdam, Netherlands

Website Address

www.ortec-finance.com

Ownership Type

Private

Connect with Ortec Finance
Business introduction

Manage the complexity of investment decision making

We provide technology and solutions for risk and return management

It is Ortec Finance’s purpose to enable people to manage the complexity of investment decisions. We do this through delivering leading technologies and solutions for investment decision making to financial institutions around the world. Our strength lies in an effective combination of advanced models, innovative technology and in-depth market knowledge. This combination of skills and expertise supports investment professionals in achieving a better risk-return ratio and thus better results.

High-quality models
We design, build and deliver high-quality software models for asset-liability management, ex-ante and ex-post risk management, performance measurement and risk attribution, and financial planning. Our clients are market leaders in the field of pensions, sovereign and private wealth, insurance, and asset management. Municipalities and housing associations also form part of our customer base.

Proven results
You want to be sure that the investment decisions you take have a solid, substantiated and reliable foundation. Our high-quality software models are based on the latest scientific insights and years of practical experience.

Ortec Finance: Goal-based financial planning

Financial Planning, Investment Platforms & Tools

14/01/2019

Video about goal-based financial planning by Ortec Finance....

Business Overview

Ortec Finance was created in 2007 through a management buyout of the company ORTEC B.V., which was founded in 1981 by four innovative students of econometrics at the Erasmus University of Rotterdam who believed that mathematical models could be used to optimize the performance of companies. More than 35 years later, this is still the core of its expertise. With a team of 260 experts in Rotterdam, Amsterdam, Hong Kong, the United Kingdom, Canada, and Switzerland, Ortec Finance serves its customers completely independently

Customers

We help our clients manage the complexity of investment decision making. Ortec Finance looks after some of the worlds leading banks, insurance companies, pension funds, sovereign wealth funds, and real estate managers. With more than 500+ customers across 20 countries, we are proud that our client retention rate is 96%.

EU€3 trillion total assets managed by our clients.

Partners

Ortec Finance works with leading partners to offer you the most advanced solutions. Our software can be seamlessly integrated with partner applications. 

Key Data

Year founded
1981
employees
251-500
wealth management employees
21-50
clients
501-1000
offices
6
Office Regional Presence
  • Asia
  • North America
  • Western Europe
Type of Clients
  • Bank & trust
  • Digital wealth manager
  • External Asset Manager
  • Financial planner
  • Global Private Bank
  • Independent Financial Advisor
  • Investment fund manager
  • Local Private Bank
  • Multi-Family Office
  • Private Client Investment Manager
  • Regional Private Bank
  • Registered Investment Advisor
  • Retail bank wealth manager
  • Single Family Office
  • Universal bank wealth manager
  • View Others View Less
Client Regional Presence
  • Asia
  • North America
  • Western Europe
Leading client geographies

Ortec Finance Solutions

OPAL Platform

Globally, OPAL is a leading solution in jurisdictions where regulation such as the Retail Distribution Review and MiFID II has had a significant impact on the wealth management sector. By leveraging the company’s institutional investment risk management expertise of using top-notch calculations as the core of the solution, OPAL enables financial......

business needs
Client type
client geography presence
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