Ortec Finance - FinTecBuzz

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Ortec Finance Launches Goal-based Financial Planning Solution on Salesforce AppExchange

Business Tools Financial Software

Ortec Finance Launches Goal-based Financial Planning Solution on Salesforce AppExchange

February 19, 20199 min

Today 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 leading enterprise cloud marketplace. With this solution, Ortec Finance will deliver institutional-grade wealth management capabilities and assisted robo-advice in wealth planning with involvement of a relationship manager. OPAL integrates with Salesforce Sales Cloud and Financial Services Cloud (FSC), providing relationship managers not just a...

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