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Ortec Finance

HQ Address

Boompjes 40, 3011 XB, Rotterdam, Netherlands

Website Address

www.ortec-finance.com

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Business introduction

Manage the complexity of investment decision making

We provide technology and solutions for risk and return management

Ortec Finance is the leading provider of technology and solutions for risk and return management. It is our 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.

Headquartered in Rotterdam, Ortec Finance has offices Amsterdam, London, Toronto, Hong Kong and in Zurich.

• 20+ countries represented
• 500+ customers
• 96% retention rate
• 3 trillion euro total assets managed by our clients

More information is available at www.ortecfinance.com

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.

play Video
Video

Introduction to the OPAL platform

Client Engagement & Management, Financial & Retirement Planning, Investment Platforms & Tools

05/11/2020

In this video by Ortec Finance you can learn more about how Ortec Finance's OPAL platform offers a goal-based planning and investment decision support tool that meets the needs of different business......

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.

Some of our clients are shown below: 

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
201-500
offices
6
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Digital Wealth Manager
  • Family Offices
  • Financial Advisors

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......

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