Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Software tailored for the financial services sector designed to enhance performance. Operating a financial services enterprise can be quite challenging, and that's where we step in. Throughout regions including the UK, Europe, North America, APAC, and South Africa, over 9,000 investment firms, wealth management companies, advisory services, trading entities, and brokerage firms are setting ambitious goals and achieving greater success with our performance-driven financial services software. The complexities of managing a financial services business are ever-increasing, with daily pressures on both resources and finances. As demands grow—be it more data, heightened compliance requirements, or fierce competition—we are here to assist. Globally, a multitude of financial advisors, wealth managers, investment managers, traders, lenders, and mortgage brokers depend on our innovative software to operate more efficiently and provide superior services to the countless individuals who depend on them. Originally known as QuantHouse, the industry leader in API trading technology, we have now transitioned to Iress, enabling our clients to enhance their data-driven trading strategies even further. Our commitment is to continually adapt and provide solutions that meet the evolving needs of the financial landscape.
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
Integrations
ConQuest
Deloitte Cascade Suite
Dynamic Planner
Engaged CRM
LivePreso
OX Securities
Salesforce
SuperCore
VideoSign
Virtual Cabinet
Integrations
ConQuest
Deloitte Cascade Suite
Dynamic Planner
Engaged CRM
LivePreso
OX Securities
Salesforce
SuperCore
VideoSign
Virtual Cabinet
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
Iress
Founded
1993
Country
Australia
Website
www.iress.com
Vendor Details
Company Name
Ortec Finance
Founded
1981
Country
The Netherlands
Website
www.ortecfinance.com/en/solutions/goals-based-wealth-platform
Product Features
Equity Management
Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management