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Ortec Finance to present at Private Banking & Wealth Management: Germany 2018

  

Join Ortec Finance at Private Banking & Wealth Management: Germany 2018, April 24rd in Frankfurt. The event leverages the expertise across the Verdict research and publishing portfolio, including Private Banker International, Wealth Insight and Wealth Intelligence Centre. The event which brings together private banks, family offices, independent wealth managers and intermediaries in an active discussion of the key issues facing the industry, is an opportunity to share ideas and discover trends within the wealth industry.

Ortec Finance, a market-leading provider of quantitative modelling software for the global wealth management sector, will present you their OPAL product.

Are you: A Retail Bank/Mass Affluent Bank/startup Fintech looking to build a state of the art online investment platform for your clients; that goes beyond execution only and guidance but into advice with constant monitoring?; and therefore being compliant, client oriented and revenue driven?

Or a Private Bank/Wealth Manager that wants to improve the advisory tooling with a client oriented, goal based, front end?; being fully compliant and dealing with appropriateness, suitability and cost-transparency?; offering Financial Planning functionality with tax modelling included?

Then Ortec Finance can help you. We offer a proprietary Dynamic Scenario Generator, which powers our solutions, both through an API for digital front ends and an UI for advisory purposes. We have 30 years of history both in the institutional world as well as the retail/private space with clients all over the world and an outstanding track record for implementations of our solutions.

If you are keen on hearing more about our approach or would like to exchange ideas with us, please feel free to stop by our stand at the conference. If you would like to learn more about the event, please feel free to visit their website.

 

We hope to see you there!