JHC and Ortec Finance Announce Partnership to Provide OPAL

JHC and Ortec Finance Announce Partnership to Provide OPAL
15.07.2019 10:00 am

JHC and Ortec Finance Announce Partnership to Provide OPAL

Management , Wealth Management

Wealth management fintech firm, JHC Systems (JHC), and Dutch based Ortec Finance have announced today that they will be partnering to provide OPAL, a leading software solution for global financial institutions offering goal-based financial planning models, as a component to JHC’s market leading Digital Wealth Platform.

This partnership builds on previous jointly-engaged initiatives between the two firms across EMEA, most recently in the UAE. The move has been driven by the growing demand for robo and (self-service) wealth and financial planning among wealth and brokerage businesses.

Ortec Finance will be providing an option for all JHC clients to have the capability to deploy OPAL. By leveraging Ortec Finance’s institutional investment risk management expertise, OPAL enables financial institutions to translate the goals of their clients into an optimal financial plan and monitor over time. The solution is available across both wealth management and retail brokerage firms and allows relationship managers and end-clients to optimise investment strategy. Ortec Finance’s pan-European expertise will enhance JHC’s global expansion initiatives and will support JHC in onboarding new clients.

Iwan Schafthuizen, Managing Director Business Development at Ortec Finance said, “We always seek to partner with the best technology providers that meet the needs of our customers. Financial institutions using JHC can easily utilize the integrated economic wealth projections that until now have only been available in the institutional markets. We look forward to working even more closely with JHC and building on our existing relationship. We are currently working with a number of Tier 1 banks, such as ABN AMRO, Skandia and ING Bank, as well as disruptors like UK based robo-adviser Munnypot and Germany’s Union VisualVest, who are servicing hundreds of thousands of end clients with our planning engine. We are ready to build on this client base.”

John Blackman CEO at JHC said, “There is definitely demand among many of our clients for fully serviced financial planning technology and our partnership with Ortec Finance means we will now be able to deliver this at the highest standard. Our Digital Wealth Platform has already enabled us to improve efficiency and enhance the experience of end users and we want to continue to provide all the solutions that clients need. Enrolling Ortec Finance as a strategic partner will make sure we continue to have that competitive edge.”


Related News

Protiviti and International RegTech Association Sets Out Blueprint for Much Needed Digital Optimization of ‘Know Your Customer’ Processes

Protiviti and the International RegTech Association (IRTA) have released the findings of a ... Read more »

Finzo selects JHC’s Neon to provide greater portfolio monitoring efficiency for wealth managers

Wealth management fintech firm JHC Systems (JHC) today announces that Finzo, a New Zealand-based integrated financial solutions provider, will be implementing JHC Neon (Neon).... Read more »

Integral ADV increases 5.2% year over year

Integral (www.integral.com), the technology partner trusted by leading banks, brokers, and asset managers to help them... Read more »

Charles Stanley Selects Red Deer for MiFID II Research Compliance

Red Deer, the financial technology company dedicated to enhancing the performance of active investment managers, is pleased to announce that Charles Stanley, one of the UK’s... Read more »

AxiomSL Partners with Genpact to Deliver IntegratedModelView ― An Innovative Framework for Model Management

AxiomSL, the industry’s leading provider of regulatory reporting and risk management solutions,... Read more »

Quadient signs European reseller partnership with Espire to drive 21st century customer communications

Quadient, the award-winning leader in Customer Communications Management (CCM), today announced a reseller partnership... Read more »

Free Newsletter Sign-up
+44 (0) 208 819 32 53 +44 (0) 173 261 71 47
Download Our Mobile App
Financial It Youtube channel