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About

Axisoft is a top-notch financial technology provider with offices in Hong Kong, Singapore, Shanghai, Zhuhai, and ShenZhen. Since 1998, we have been helping global top-tier private banks to improve their profitability through the deployment of our solutions in several countries. Our uniqueness comes from our profound domain knowledge in both finance and technology, the expertise of the best-in-class industry solutions, the capability of implementing quality applications, and our dedication to the most professional local support. At Axisoft, all professionals possess solid knowledge in both finance and technology. Our cross-domain knowledge enables us to understand and analyze financial problems and requirements, hence, applying the most appropriate technology to financial institutions achieve their business objectives. Our solutions have consistently received acclaim from the technology industry.

About

Ortec Finance is a comprehensive solution designed to support advisors and clients in the advice delivery and monitoring process. It offers an integrated, holistic approach to goal-based financial advice, helping to better manage market uncertainties and minimize complexity for clients when making investment decisions. Its scalable goals-based solutions streamline the delivery of personal financial advice across an entire book of business. Its API structure enables easy integration with existing tech stacks, accommodating traditional, digital, or hybrid client interactions. By translating clients’ personal financial goals into suitable and optimal investment strategies using institutional-grade economic scenarios, it proactively monitors advice through the OPAL solution. Ortec Finance's solutions are accessible via APIs and a plug-and-play user interface, catering to advisors, wealth and asset managers, and more.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Private banks and financial institutions seeking a solution to streamline their services and improve their wealth management business

Audience

Financial advisors and wealth managers seeking a tool to align clients' investment strategies with their personal financial goals

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Axisoft
Founded: 1998
China
www.axisoft.com

Company Information

Ortec Finance
Founded: 1981
The Netherlands
www.ortecfinance.com/en/solutions/goals-based-wealth-platform

Alternatives

Alternatives

Surecomp RIVO

Surecomp RIVO

Surecomp
Summit

Summit

Summit Wealth Systems
KBQuest WMS

KBQuest WMS

KBQuest

Categories

Wealth Management Supported

Categories

Wealth Management Supported

Integrations

ConQuest Not Supported
Deloitte Cascade Suite Not Supported
Salesforce Not Supported
Square POS Supported

Integrations

ConQuest Supported
Deloitte Cascade Suite Supported
Salesforce Supported
Square POS Not Supported
Claim Axisoft and update features and information
Claim Axisoft and update features and information
Claim Ortec Finance and update features and information
Claim Ortec Finance and update features and information