Ortec Finance B2B Case Studies & Customer Successes

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Ortec Finance delivers leading technologies and solutions for investment decision making to financial institutions around the world. These technologies and solutions enable you to manage the complexity of investment decisions. Their strength lies in an effective combination of advanced models, innovative technology and in-depth market knowledge. This combination of skills and expertise supports investment professionals in achieving a better risk-return ratio and thus better results.

Case Studies

Showing 22 Ortec Finance Customer Success Stories

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a.s.r. strengthens investment strategy and risk assessment with Ortec Finance GLASS

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a.s.r. strengthens investment strategy with Ortec Finance's GLASS

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bfinance enhances strategic asset allocation and ALM analysis with Ortec Finance GLASS

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BPF Confectionery professionalizes asset management with Ortec Finance

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Brightwell optimizes investment performance reporting with Ortec Finance’s PEARL

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DSM achieves added value in variable retirement benefits with Ortec Finance

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Gemeente Amsterdam creates a progressive tax organization with Ortec Finance

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HOOPP becomes a more strategic pension plan with Ortec Finance's GLASS

Healthcare of Ontario Pension Plan (hoopp) logo

InsingerGilissen strengthens private banking advice with Ortec Finance

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InsingerGilissen strengthens independent wealth advice with Ortec Finance

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Maasdelta achieves smarter investment decisions with Ortec Finance AM

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Munnypot delivers robust, real-time investment projections with Ortec Finance's OPAL

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New Zealand Superannuation Fund achieves greater transparency in investment performance reporting with Ortec Finance PEARL

New Zealand Superannuation Fund logo

New Zealand Superannuation Fund improves investment performance transparency with Ortec Finance PEARL

New Zealand Superannuation Fund logo

PGGM helps participants plan vital retirement with Ortec Finance's Future Explorer

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PKZH assesses ESG exclusion policy impact on fund performance with Ortec Finance PEARL

PKZH (Swiss Pension Fund) logo

Railpen achieves holistic portfolio performance insight with Ortec Finance and Burgiss

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Triodos Bank improves goal-based wealth planning with Ortec Finance

Triodos Bank logo

Triodos Bank achieves compliant, client-centric goal profiling with Ortec Finance’s OPAL platform

Triodos Bank logo

VisualVest improves goal-based digital wealth advice with Ortec Finance OPAL

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VisualVest enhances personalized wealth planning with Ortec Finance OPAL

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Woonveste achieves better daily insight into liquidity needs with Ortec Finance Treasury

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