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Ortec Finance Head Office

P.O. Box 4074


+31 0 10 498 6670


Elske van de Burgt
[email protected]

Ortec Finance OPAL Wealth Planner

OPAL Wealth Planner streamlines the entire private wealth advisory process for HNWI clients, determining the optimal asset allocation. OPAL selects and monitors investments fully in line with a client’s objectives and relevant regulations, and uses ALM methodologies to optimize client’s investments.

View other products from Ortec Finance

Ortec Finance PEARL

PEARL provides automated and daily-based return, performance and attribution reports. The unique capabilities include a powerful IDP process approach, wide variety of attribution models, customised benchmarks and fast, reliable and flexible reporting.

Ortec Finance Dynamic Scenario Generator DSG

Ortec Finance has more than twenty five years of experience in applying scenario analysis for financial decision making and risk management for institutional and private clients worldwide. DSG generates world class economic scenarios: multi-horizon, multi-frequency, multi-dimension, realistic.

Ortec Finance PALM

PALM is a scenario analysis tool for institutional pension plans, asset managers and insurers. PALM provides insight into the consequences of economic developments on varying policies, enabling institutions to take strategic decisions on pension-, contribution-, indexation- and investment policies.