JHC Systems, a fintech operating in wealth management, has joined forces with Dutch technology firm Ortec Finance to develop its digital wealth platform.
Through the partnership, JHC clients will be able to deploy Ortec’s Opal – a financial planning software solution for wealth managers and retail brokers.
The Opal platform offers financial institutions goal-based financial planning models by aiming to facilitate each stage of the advisory process, from client intake onwards, as well as client reporting and proactive monitoring.
According to JHC, the move was driven by increasing demand for ‘robo-wealth’ and financial planning among wealth and brokerage companies, and Opal is already implemented in different countries across the globe, offered in multiple languages, currencies, and tax regimes.
Ortec’s client base represents around €3 trillion in assets under management.
Both firms have been previously engaged in joint initiatives across Europe, the Middle East, and Africa.
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