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…

03 Sep 2019 By Ortec Finance

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…

19 Jul 2019 By Profile Software

24 May 2019

Fintech industry needs tools to select the right data for clients

Data management is the main challenge for the Fintech industry. Technological developments should consider modular and scalable solutions for companies and usable and easy interfaces for clients. Data are the…

24 May 2019 By TechRules