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Ortec Finance is a global provider of technology and advisory services for risk and return management. Established in Rotterdam in 1981, Ortec Finance has 180 employees who combine mathematical ability, business awareness, and practical application to deliver innovative and pragmatic solutions. Its long-standing and global client base comprises leaders in the pensions, asset management and private wealth management markets.
The company’s focus is firmly on providing support for investment decision making for institutional and private investors. Ortec Finance designs, builds, and applies solutions for asset-liability management, ex-ante and ex-post risk management, performance measurement and risk attribution, and financial planning. Our solutions derive from the combination of software models and professional advisory services. Ortec Finance is leading in innovation through strong ties with the academic community.
For the private market core business of Ortec Finance is to support smart and responsible decision making. We help private investors and advisors better understand their options by using ‘What-if’ analyses. Clear visual aids show the effect of investment decisions, changes in a client’s financial situation and market developments on the probability of reaching the financial goals. With OPAL Platform clients and advisors can capture, measure and communicate risk and return and comply with the latest regulatory frameworks. OPAL Platform facilitates all stages of the advisory process: from a client intake module and risk-profiling tool to (online) client reporting and proactive monitoring. It is the solution for goal-based financial planning and monitoring.