Digital Digest: The Latest Tech News: JHC, Ortec

Editorial Staff 17 July 2019

Digital Digest: The Latest Tech News: JHC, Ortec

The latest news about technology products and services relevant for wealth managers around the world.

JHC, Ortec
Wealth management fintech firm, JHC Systems, and Dutch-based Ortec Finance are partnering to serve financial institutions that offer goal-based planning. The offering is part of JHC's Digital Wealth Platform.

The businesses have already worked together in Europe, the Middle East and Africa, and most recently in the United Arab Emirates.

Ortec Finance, which is based in the Netherlands, will deliver an option for all JHC clients to deploy OPAL. OPAL enables financial institutions to translate clients' goals into a financial plan and then monitor it to ensure it keeps on track.

"We are currently working with a number of Tier 1 banks, such as ABN AMRO, Skandia and ING Bank, as well as disruptors like UK-based robo-advisor Munnypot and Germany’s Union VisualVest, who are servicing hundreds of thousands of end clients with our planning engine. We are ready to build on this client base," Iwan Schafthuizen, managing director for business development at Ortec Finance, said.

Besides its Dutch base, Ortec also has offices in London, Toronto, Hong Kong and Zurich.

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