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Financial planning & investment decision support For wealth management and retail advice

Private Client Solutions

The wealth management industry is changing rapidly. Digitization, increased regulatory pressure, alternative sales formats and changing client behaviour create new challenges for financial institutions. But if dealt with in a proper manner these trends can provide great opportunities for banks, wealth managers and investment platforms as well.

Ortec Finance solutions help you to confront these challenges directly and remain innovative. They enhance online communication and advice and have the ability to reach a broader client base at a lower cost. All our solutions are based on proven asset and liability management techniques from the world of institutional investments. High-quality scenario analysis supports and improves investment decision making.

With OPAL platform we deliver a framework for a client-centric advisory process. This framework delivers a consistent investment experience that leads to satisfied customers and an effective implementation of regulatory requirements.