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

Munnypot - Customer Case Study

Munnypot, an automated online investment advice solution, faced the challenge of democratizing access to affordable financial advice for the mass market. To deliver this service in a meaningful and commercially viable way, they turned to Ortec Finance and its OPAL solution for a dynamic forecasting capability.

Ortec Finance implemented its OPAL platform to provide the stochastic forecasting behind the Munnypot service. The result was a solution that delivers robust, real-time projections and an ongoing monitoring function for clients. Munnypot reported that the experience of working with Ortec Finance was seamless and smooth, with no issues faced, and they would not hesitate to recommend the vendor.

Munnypot

Frankie Mendoza

Chief Operating Officer