Tag: Ortec Finance

As global markets continue to face volatility driven by shifting economic policies—including trade developments—asset owners are placing greater emphasis on understanding and mitigating currency risk.

As April 2025 unfolded, institutional investors were confronted with a stark reminder of how deeply geopolitical instability can disrupt financial markets. The first ten...

Ortec Finance, a leader in personal financial planning technology, has announced the appointment of Mark Glover as Managing Director – Head of UK Wealth...

bfinance is leveraging the power of GLASS, a dynamic financial analysis tool powered by Ortec Finance, to optimise strategic asset allocations and enhance the investment outcomes of its global client base.

In an era where regulatory scrutiny is intensifying, Wealth Management firms are under pressure to ensure their retirement planning processes are not only precise but also align with client needs as stipulated by the Financial Conduct Authority (FCA).

As 2025 unfolds, wealth management is undergoing a significant evolution, driven by advancements in technology, shifting client expectations, and tightening regulations. Industry professionals must adapt quickly to this dynamic environment to remain competitive and relevant.

In the rapidly changing landscape of financial services, the balance between regulatory compliance and user experience is more critical than ever. With digital transformations reshaping the industry and regulatory pressures mounting, financial institutions face the daunting task of providing seamless digital experiences without compromising on regulatory standards.

In a recent groundbreaking market research conducted in the UK by everyoneINVESTED, a significant revelation was made regarding investors' awareness of investment risks. The study, which delved deep into the intricacies of investment risk, found that individuals with prior investment experience, particularly those who had been profiled, demonstrated a heightened awareness and understanding of the risks associated with their investment choices.

The landscape of banking and investments in the UK is undergoing a monumental shift, driven by the wave of digital innovation and new regulations. In a groundbreaking study from everyoneINVESTED, 5,021 UK banking clients were profiled digitally in just 11 days, demonstrating the efficiency and potential of digital solutions in the banking sector.

Sustainability data and technology company ESG Book has closed its Series B round on $25m, as it looks to respond to the growing demand of technology enabled ESG data solutions.