Delivering solid financial advice is a challenge especially in times when markets are volatile and unpredictable. Clients and regulators are increasingly demanding higher quality and transparency in financial advice and financial products. Financial planning developments aimed at improving the advisory processes and information stream are moving at a fast pace, and responding adequately and cost effectively to these developments has become an ongoing challenge.
Meeting European and local legal and regulatory requirements is now an important driver for reorganizing the advisory process centred around the client. A client-centric approach leads to improved client satisfaction and ultimately client retention.
Risk and return
Insight into risk and return is the key to solid financial advice. Insight is not gained by simply using a questionnaire and selecting products accordingly. Private Asset Liability Management (ALM) methodology and scenario analysis techniques are required. With these advanced techniques advisors can provide well-founded advice and continually test whether the wealth objectives of their clients are feasible. Goal oriented investing attributes to advisors making the right investment choices in close consultation with their clients. They can adequately establish the risk a client is willing and able to take.
Professional solutions
Private Banks, Family Offices, Asset Managers, Financial Planners and Pension Funds use Ortec Finance professional solutions for Wealth Planning and Pension Monitoring. All Ortec Finance solutions lead to open communication with clients, better financial decisions and a greater appreciation for professional advice.
Ortec Finance supports private wealth managers in the following areas:
Private ALM strengthens ties not only with individual clients but also monitors the risks of the entire client base. OPAL Monitor helps professionals to actively manage the risk and return for individual clients and for the entire client base.
The professional wealth manager is eager to optimize their advisory process. Ortec Finance can help to improve the efficiency of the entire process from client intake (establishing a client’s risk profile) to communicating with the client.
Ortec Finance pays special attention to in- and external communication processes. Ortec Finance helps streamline processes and software implementation with intensive training for advisors and clear communication to clients.