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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Comarch Wealth Management is a multi-module platform that allows you to give the best investment advice to your clients no matter who they may be or how they change. In minutes, you can make next steps. Keep in touch. Establish lasting relationships. Our system is designed to help clients and advisors make the right investment decisions step by step. No matter how many clients or which segment they are from, your service will remain at the highest level, no matter how experienced your advisors. It will take you less time than it takes. It takes only a glance to see the entire client's investment picture. This allows you to make accurate recommendations in one meeting. It will be easier to reach you. Think client app, online meetings and shared investment ideas. It's important to remember that it will be easier for you to keep your finger on what's happening.

Description

Ortec Finance provides a robust solution aimed at assisting both advisors and clients throughout the advice delivery and monitoring stages. By employing a unified and comprehensive strategy for goal-oriented financial guidance, it effectively addresses market volatility while simplifying the investment decision-making process for clients. The scalable, goal-driven solutions enhance the efficiency of delivering personalized financial advice across various client portfolios. Its API framework allows for seamless integration with pre-existing technological infrastructures, supporting traditional, digital, or blended client engagement methods. By translating individual financial aspirations into appropriate and effective investment strategies using high-quality economic scenarios, it actively oversees the advice process through the OPAL solution. Additionally, Ortec Finance's offerings are accessible through APIs and a user-friendly plug-and-play interface, making them suitable for advisors, wealth managers, and asset management professionals alike. This adaptability ensures that the solutions can meet the diverse needs of the financial advisory sector.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Airstack
ArcGIS
Check Point Quantum Network Security
ConQuest
Dell EMC NetWorker
Deloitte Cascade Suite
EGrAMS
Fortinet SD-WAN
HPE Consumption Analytics
Huawei FusionStorage
Juniper Booking Engine
Palo Alto Networks NGFW
Red Hat Cloud Suite
Salesforce
Symantec Advanced Authentication
VMware Cloud
Veritas NetBackup

Integrations

Airstack
ArcGIS
Check Point Quantum Network Security
ConQuest
Dell EMC NetWorker
Deloitte Cascade Suite
EGrAMS
Fortinet SD-WAN
HPE Consumption Analytics
Huawei FusionStorage
Juniper Booking Engine
Palo Alto Networks NGFW
Red Hat Cloud Suite
Salesforce
Symantec Advanced Authentication
VMware Cloud
Veritas NetBackup

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Comarch

Founded

1993

Country

Poland

Website

www.comarch.com/finance/banking/comarch-wealth-management/

Vendor Details

Company Name

Ortec Finance

Founded

1981

Country

The Netherlands

Website

www.ortecfinance.com/en/solutions/goals-based-wealth-platform

Product Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Product Features

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