news & pr from Ortec Finance

Ortec Finance selected in the WealthTech100 list as one of the world’s most innovative WealthTech Company in 2022

Share this resource

Manage the complexity of investment decision making

View Solution Provider Profile

Connect with Ortec Finance

Ortec Finance quick links


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...

view solution
by Ortec Finance
| 21/04/2022 12:00:00

The annual WealthTech100 list has been revealed by FinTech Global, highlighting the most innovative companies in an exploding sector. For the fourth consecutive year, Ortec Finance is proud to be included in this list with the OPAL software solution.

This year’s list highlights the 100 most innovative technology solution providers that are tackling digital transformation challenges and opportunities faced by investment firms, private banks and financial advisors.

A panel of analysts and industry experts voted from a list of over 1,200 businesses. Winners were selected for their innovative use of technology to solve a significant industry problem, or to generate efficiency improvements across the investment value chain.

FinTech Global director Richard Sachar said, “The rise of digital distribution channels and online financial products has opened new client segments for investment firms and financial advisors. As a result, businesses that fail to keep up with the latest technologies and innovation will be less competitive and lose market share over time.

“The WealthTech100 list helps senior decision-makers in the industry filter through all the vendors in the market by highlighting the leading companies in areas such as client acquisition, financial planning, portfolio management and digital brokerage.”

The OPAL solution enables financial institutions and advisors to translate their clients’ personal goals into an optimal investment plan and monitor these goals over time. It offers solutions for all stages in a goal-based advisory process in wealth management but also retirement planning for example. From a client intake and risk-profiling to (online) client reporting and proactive monitoring, the tool can be easily integrated with business processes, contributing to a structured and efficient process that is compliant with (inter)national regulation.

Read original article here