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OPAL for Salesforce: Goal Based Planning & Monitoring

Start monitoring your client’s financial goals now

Ortec Finance BV

Headquarters
Rotterdam, the Netherlands
Employees
350

Ortec Finance is the leading provider of technology and solutions for risk and return management. It is Ortec Finance’s purpose to enable people to manage the complexity of investment decisions. We do this through delivering leading technologies and solutions for investment decision making to financial institutions around the world. Our strength lies in an effective combination of advanced models, innovative technology, and in-depth market knowledge. Information on App listing: ISV App Category: Finance Planning ISV Apps Name: 'OPAL for Salesforce' and 'OPAL for FSC' (extension package for FSC) Target Regions: EMEA, Canada, Asia * Canada * EMEA: Europe, Middle East * Asia: Singapore, Hong Kong Target Industry: Financial Services - Wealth Management, Retail and Private Banks, Pensions, Asset Management, Life Insurance Ortec Finance Point of Contact: Iwan Schafthuizen Managing Director, Business Development iwan.schafthuizen@ortec-finance.com +31 620 620 086

Additional Help

You can find the Installation Instructions and Manuals in the Knowledge Base link. Please contact our servicedesk in case you have further questions.