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features
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support

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Description

Bincentive serves as a platform for managing digital assets, striving to enhance trading and security experiences while connecting traditional finance with the realm of digital assets. Our mission is to ensure that everyone has the opportunity to achieve professional-level profits through accessible, secure, and innovative wealth management solutions. Transactions at Bincentive are conducted in real time and are verified by esteemed accounting firms. With a track record of supporting over ten prestigious exchanges and institutions, we offer tailored strategies and product services. Our array of diversified wealth management offerings caters to investors of all types, making financial growth attainable for everyone. We believe that financial empowerment should be within reach for all individuals, fostering a community of informed and capable investors.

Description

Ortec Finance provides a robust solution aimed at assisting both advisors and clients throughout the advice delivery and monitoring stages. By employing a unified and comprehensive strategy for goal-oriented financial guidance, it effectively addresses market volatility while simplifying the investment decision-making process for clients. The scalable, goal-driven solutions enhance the efficiency of delivering personalized financial advice across various client portfolios. Its API framework allows for seamless integration with pre-existing technological infrastructures, supporting traditional, digital, or blended client engagement methods. By translating individual financial aspirations into appropriate and effective investment strategies using high-quality economic scenarios, it actively oversees the advice process through the OPAL solution. Additionally, Ortec Finance's offerings are accessible through APIs and a user-friendly plug-and-play interface, making them suitable for advisors, wealth managers, and asset management professionals alike. This adaptability ensures that the solutions can meet the diverse needs of the financial advisory sector.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ConQuest
Deloitte Cascade Suite
Salesforce

Integrations

ConQuest
Deloitte Cascade Suite
Salesforce

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Bincentive

Founded

2018

Country

Taiwan

Website

www.bincentive.com

Vendor Details

Company Name

Ortec Finance

Founded

1981

Country

The Netherlands

Website

www.ortecfinance.com/en/solutions/goals-based-wealth-platform

Product Features

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