Ortec Finance

HQ Address

Boompjes 40, 3011 XB, Rotterdam, Netherlands

Website Address


Connect with Ortec Finance
Business introduction

Manage the complexity of investment decision making

We provide technology and solutions for risk and return management

Ortec Finance is a leading global provider of technology and solutions for risk and return management, enabling you to manage your investment decisions. We model and map the relevant uncertainties in order to help you monitor your goals and decisions. Founded by leading experts in the fields of econometrics and technology, we have in 35 years achieved an outstanding reputation, built on reliability. With over 500 clients in 20+ countries, we play a vital role in helping our clients improve investment decision-making and manage uncertainty. Headquartered in Rotterdam, The Netherlands, we also have offices in Amsterdam, London, Toronto, Zurich, Melbourne and New York. Some key facts: we have a 96% retention rate with €14 trillion in assets managed by our clients and a 93,5% satisfaction rate amongst the surveyed clients.

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

• 20+ countries represented
• 500+ customers
• 96% retention rate
• €14 trillion 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.

Introduction to the OPAL platform

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


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


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%.

€14 trillion total assets managed by our clients.

Some of our clients are shown below: 


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
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Digital Wealth Manager
  • Family Offices
  • Financial Advisors

Ortec Finance Solutions

OPAL Platform

With OPAL's Goals-Based Planning Solution, we aim to translate client’s financial goals into an optimal investment strategy reflecting their personal ambitions, cash flows and risk appetite. Additionally, Ortec’s solution links investment portfolios to financial goals and tracks the progress over time on a daily basis, based on actual portfolio values......

business needs
Client type
client geography presence
view solution

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