Technology
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.