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Thought Leaders

03 Sep 2019

Ortec Finance Launches Goal-based Financial Planning Solution

Ortec Finance, a market-leading provider of quantitative modeling software for the global wealth management sector, has launched its goal-based financial planning software – OPAL — on Salesforce AppExchange, the world’s…

The Gains for Robo Advice and Beyond

By Theodore N. Krintas, PhD, Executive Vice President, Profile Software. Regulatory changes and the emergence of digital entrants into the wealth management space have indeed affected the industry in several…