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

VisualVest - Customer Case Study

VisualVest, a digital asset manager (robo-advisor) and subsidiary of Union Investment, faced the challenge of finding a way to effectively show private investors how their investments would likely perform in the future to meet personal financial goals. They needed a solution for goal-oriented investing and sought a provider for their service within the EU-market. Ortec Finance was selected for its expertise and product offering, with their solution OPAL identified as the anchor point for personalized advice.

Ortec Finance implemented its OPAL solution, providing scenario analysis and goal-based investment expertise, along with business consultancy for API integration. The implementation was supported by quick professional advice and trusted support throughout the project. As a result, VisualVest benefited from a broad spectrum of analytical results, an easy API implementation, and continuous advice on market trends, which helped their digital product gain significant attention within the extensive German cooperative financial network.

VisualVest

Olaf Zeitnitz

Co-Founder and CEO