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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

OpenSolution by Openfinance offers a flexible and robust platform designed for wealth management institutions. Covering everything from portfolio management to client advisory, this no-code solution ensures compliance, efficiency, and client satisfaction. The platform enables businesses to automate discretionary portfolio management, generate real-time reports, and streamline communication with clients. With powerful features like risk monitoring, order management, and custom reporting, OpenSolution helps firms enhance their operational efficiency, mitigate risks, and improve overall client service. Integration with existing systems ensures a seamless workflow, making it a comprehensive solution for financial professionals.

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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

ConQuest No 
Deloitte Cascade Suite No 
Salesforce No 
Vertalo Yes 

Integrations

ConQuest Yes 
Deloitte Cascade Suite Yes 
Salesforce Yes 
Vertalo No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Openfinance

Founded

2002

Country

Spain

Website

openfinance.es/index.php/en/explore-opensolution/

Vendor Details

Company Name

Ortec Finance

Founded

1981

Country

The Netherlands

Website

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

Product Features

Product Features

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