[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"article-750ff5a0-5ccc-4f42-b088-af97feafef9c--":3,"related-articles-undefined-undefined-bbbe2d26-551c-4817-949f-572d06875acf-true":264},{"id":4,"type":5,"title":6,"pubDate":7,"logoUrl":8,"anpFeedCategory":9,"organisationTitle":10,"thirdParty":11,"body":12,"note":13,"city":14,"website":15,"orgId":16,"branches":17,"description":263},"750ff5a0-5ccc-4f42-b088-af97feafef9c","PRESSRELEASE","Ortec Finance launches GBFP solution on Salesforce AppExchange","2019-02-19T09:32:00.034+01:00","https:\u002F\u002Fwww.persberichten.nl\u002Ffile\u002Flogos\u002Fbbbe2d26-551c-4817-949f-572d06875acf\u002Fe9ad6571-aeba-48f0-963a-5fe56ac6b039.jpg","Economie","Ortec Finance B.V.",false,"\u003Cp>\u003Cstrong>Ortec Finance launches Goal-based Financial Planning solution on Salesforce AppExchange \u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>Rotterdam, 19 Feb, 2019 - 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 single view of their customers but also the ability to understand their personal life goals.\u003C\u002Fp>\n\u003Cp>Natively integrated with the Salesforce Platform and FSC, OPAL is currently available on AppExchange.\u003C\u002Fp>\n\u003Cp>\u003Cstrong>OPAL – Goal-based Financial Planning solution\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>Established in 1981, Ortec Finance has become a specialist in goal-based wealth planning and financial planning solutions that can be tailored for individual markets. The firm’s OPAL is a leading software solution for financial institutions globally, providing goal-based financial planning models that enable people to manage the complexity of investment decision making.\u003C\u002Fp>\n\u003Cp>Sander Daniels, Regional VP for FS EMEA, commented, \u003Cem>“Every client has different goals. One person might be saving for a dream home, another is planning to send their child to university while a third wants to open a small business. Unless an advisor has a pulse on their needs, they won't be successful.\u003C\u002Fem> \u003Cem>The problem is that many advisors lack the ability to track these client goals and provide the proactive and personalized advice needed to grow the relationship.”\u003C\u002Fem>\u003C\u002Fp>\n\u003Cp>Globally, OPAL is a leading solution  in jurisdictions where regulation such as the Retail Distribution Review and MiFID II has had a significant impact on the wealth management sector. By leveraging the company’s institutional investment risk management expertise of using top-notch calculations as the core of the solution, OPAL enables financial institutions to translate personal goals of their clients into an optimal financial plan and monitor these goals over time.\u003C\u002Fp>\n\u003Cp>\u003Cem>Iwan Schafthuizen, MD Business Development OPAL, said: “With this new solution, financial institutions using Salesforce can easily utilize the integrated economic wealth projections that until now have only been available in the institutional markets. We are also looking forward to further enhancing the OPAL wealth and financial planning capabilities within Salesforce AppExchange.”\u003C\u002Fem>\u003C\u002Fp>\n\u003Cp>The OPAL wealth projections give insight into the risk and return of investments, enabling enhanced investment decision-making and transforming the advice process into a client-centric endeavor to achieve personal financial goals with suitable investment strategies. Ortec Finance’s portfolio of clients includes ING Bank, Skandia, ABN AMRO Bank, Jyske Bank, Munnypot and Union VisualVest that use OPAL to advise their clients and monitor their financial goals.\u003C\u002Fp>\n\u003Cp>\u003Cstrong>Comments on the collaboration news\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>\u003Cem>“Our vision is to unify an ecosystem of leading financial services technology partners.”\u003C\u002Fem> says Rohit Mahna, SVP & GM of Financial Services at Salesforce. \u003Cem>“By collaborating with leading FinTech trailblazers like Ortec Finance, we’re able to extend the capabilities of our platform and put customers at the center of these new experiences.”\u003C\u002Fem>\u003C\u002Fp>\n\u003Cp>\u003Cem>“We are delighted to be part of the ecosystem of the world’s leading CRM provider”\u003C\u002Fem> says Ton van Welie, Ortec Finance CEO. \u003Cem>“This collaboration not only enables global reach and availability of the OPAL solution, but also gives the future opportunity to enhance OPAL with future developments like financial and retirement planning.”\u003C\u002Fem>\u003C\u002Fp>\n\u003Cp>\u003Cstrong>About Salesforce AppExchange \u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>Salesforce AppExchange, the world’s leading enterprise cloud marketplace, empowers companies to sell, service, market and engage in entirely new ways. With more than 5,000 solutions, 6 million customer installs and 80,000 peer reviews, it is the most comprehensive source of cloud, mobile, social, IoT, analytics and artificial intelligence technologies for businesses.   \u003C\u002Fp>\n\u003Cp>Salesforce, AppExchange, Financial Services Cloud, Sales Cloud and others are among the trademarks of salesforce.com, inc.\u003C\u002Fp>\n\u003Cp>\u003Cstrong>About Ortec Finance\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>Ortec Finance was created in 2007 through a management buyout of the company ORTEC B.V., which was founded in 1981 by four innovative students of econometrics at the Erasmus University of Rotterdam who believed that mathematical models could be used to optimize the performance of companies. More than 35 years later, this is still the core of its expertise. With a team of 260 experts in Rotterdam, Amsterdam, Hong Kong, the United Kingdom, Canada, and Switzerland, Ortec Finance serves its customers completely independently.\u003C\u002Fp>\n\u003Cp>Ortec Finance is a leading provider of technology and solutions for risk and return management.\u003C\u002Fp>\n\u003Cul>\n \u003Cli>20+ countries represented\u003C\u002Fli>\n \u003Cli>500+ customers\u003C\u002Fli>\n \u003Cli>96% retention rate\u003C\u002Fli>\n \u003Cli>3 trillion euro total assets managed by our clients\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Cp>More information is available at http:\u002F\u002Fwww.ortecfinance.com\u003C\u002Fp>","Anja Deelen \u002F Head of Global Marketing & Communications, Ortec Finance B.V. \u002F Anja.Deelen@ortec-finance.com \u002F +31 615120524","Rotterdam","http:\u002F\u002Fwww.ortecfinance.com","bbbe2d26-551c-4817-949f-572d06875acf",[18,22,25,28,31,34,37,40,43,46,49,52,55,58,61,65,68,70,73,76,79,82,85,88,91,94,97,100,103,106,109,112,115,118,121,124,127,130,133,136,139,142,145,148,151,154,157,160,163,166,169,172,176,179,182,185,188,191,194,197,200,203,206,209,212,215,218,221,224,227,230,233,236,239,241,243,247,250,253,256,259],{"id":19,"title":20,"parentId":21},"26155","Effecten en aandelen","26100",{"id":23,"title":24,"parentId":21},"26101","Accountancy",{"id":26,"title":27,"parentId":21},"93532","Beleggingen en investeringen",{"id":29,"title":30,"parentId":21},"26133","Amerikaanse obligaties",{"id":32,"title":33,"parentId":21},"26103","Banken",{"id":35,"title":36,"parentId":21},"26151","Banken en financiële instellingen",{"id":38,"title":39,"parentId":21},"26108","Bedrijfsobligaties",{"id":41,"title":42,"parentId":21},"26147","Belastingen",{"id":44,"title":45,"parentId":21},"26149","Beleggingsfondsen",{"id":47,"title":48,"parentId":21},"26134","Beleggingsmaatschappijen",{"id":50,"title":51,"parentId":21},"26157","Bijzondere situaties",{"id":53,"title":54,"parentId":21},"93912","Converteerbare obligaties en aandelen",{"id":56,"title":57,"parentId":21},"26148","Valutas",{"id":59,"title":60,"parentId":21},"93922","Derivaten",{"id":62,"title":63,"parentId":64},"26112","E-commerce","12109",{"id":66,"title":67,"parentId":21},"26159","E-marktspelers",{"id":69,"title":9,"parentId":21},"26113",{"id":71,"title":72,"parentId":21},"93932","Effecten",{"id":74,"title":75,"parentId":21},"26146","Effectenbeurs",{"id":77,"title":78,"parentId":21},"26115","Euro-obligaties",{"id":80,"title":81,"parentId":21},"26116","Euromarkten",{"id":83,"title":84,"parentId":21},"26119","Financieel directeurs",{"id":86,"title":87,"parentId":21},"26120","Financiële dienstverlening",{"id":89,"title":90,"parentId":21},"26121","Financiële technologie",{"id":92,"title":93,"parentId":21},"26118","Financiën",{"id":95,"title":96,"parentId":21},"26136","Financiën in het buitenland",{"id":98,"title":99,"parentId":21},"26144","Fondsen",{"id":101,"title":102,"parentId":21},"93972","Fondsenbeheer",{"id":104,"title":105,"parentId":64},"26130","Fusies en overnames",{"id":107,"title":108,"parentId":21},"26111","Gediversifieerde bedrijven",{"id":110,"title":111,"parentId":21},"26102","Geldautomaten",{"id":113,"title":114,"parentId":21},"26131","Geldmarkten",{"id":116,"title":117,"parentId":21},"26107","Goederen",{"id":119,"title":120,"parentId":21},"93542","Hedge funds",{"id":122,"title":123,"parentId":21},"93212","Herverzekering",{"id":125,"title":126,"parentId":21},"26128","Huurkoop",{"id":128,"title":129,"parentId":21},"26106","Hypotheekbanken",{"id":131,"title":132,"parentId":21},"26132","Hypotheken",{"id":134,"title":135,"parentId":21},"26125","Internationale beurzen",{"id":137,"title":138,"parentId":21},"26124","Internationale financiën",{"id":140,"title":141,"parentId":21},"26154","Internationale fondsen",{"id":143,"title":144,"parentId":21},"26126","Investeringen",{"id":146,"title":147,"parentId":21},"26153","Investeringsbanken",{"id":149,"title":150,"parentId":21},"26127","Investeringstrustmaatschappijen",{"id":152,"title":153,"parentId":21},"93552","Islamfondsen",{"id":155,"title":156,"parentId":21},"26109","Krediet en huurkoop",{"id":158,"title":159,"parentId":21},"93572","Kredietbeheer",{"id":161,"title":162,"parentId":21},"26110","Kredietkaarten",{"id":164,"title":165,"parentId":21},"26158","Kredietverenigingen",{"id":167,"title":168,"parentId":21},"26156","Leningen",{"id":170,"title":171,"parentId":21},"26138","Loonlijst en salarissen",{"id":173,"title":174,"parentId":175},"26105","Woningmarkt en makelaardij","42100",{"id":177,"title":178,"parentId":21},"93562","Managed currency funds",{"id":180,"title":181,"parentId":21},"26135","Nieuwe financiering",{"id":183,"title":184,"parentId":21},"26104","Obligatiebeheer",{"id":186,"title":187,"parentId":21},"26114","Opkomende markten",{"id":189,"title":190,"parentId":21},"26129","Opkoping door het bestuur of met geleend geld",{"id":192,"title":193,"parentId":21},"26137","Opties en termijnzaken",{"id":195,"title":196,"parentId":21},"93952","Particuliere bankwezen",{"id":198,"title":199,"parentId":21},"93962","Particuliere effecten",{"id":201,"title":202,"parentId":21},"26139","Pensioenen en uitkeringen",{"id":204,"title":205,"parentId":21},"26140","Persoonlijke financiën",{"id":207,"title":208,"parentId":21},"26141","Persoonlijke-financiënindustrie",{"id":210,"title":211,"parentId":21},"26143","Portefeuillebeheerder",{"id":213,"title":214,"parentId":21},"26142","Privé-spaargeld",{"id":216,"title":217,"parentId":21},"26150","Risicodragend kapitaal",{"id":219,"title":220,"parentId":21},"93582","Schulden en schuldenregeling",{"id":222,"title":223,"parentId":21},"26145","Smartcards",{"id":225,"title":226,"parentId":21},"26122","Staatsobligaties",{"id":228,"title":229,"parentId":21},"93222","Vast kapitaal",{"id":231,"title":232,"parentId":21},"26152","Vennootschappen",{"id":234,"title":235,"parentId":21},"26123","Verzekeringen",{"id":237,"title":238,"parentId":21},"93942","Vreemde valuta",{"id":21,"title":240},"Economie en geld",{"id":64,"title":242},"Arbeidsmarkt en ondernemen",{"id":244,"title":245,"parentId":246},"12111","Bedrijfscommunicatie","12100",{"id":248,"title":249,"parentId":246},"12127","Internationaal bedrijfsnieuws",{"id":251,"title":252,"parentId":246},"12129","Internationale handel",{"id":254,"title":255,"parentId":246},"12113","E-business",{"id":257,"title":258,"parentId":246},"12126","Internationale zakenwereld",{"id":260,"title":261,"parentId":262},"11019","Verkoop","11000","Ortec Finance launches Goal-based Financial Planning solution on Salesforce AppExchange Rotterdam, 19 Feb, 2019 - Today Ortec Finance, a market-leading provider",[265,276,286,296,303,315,328,336,343,351],{"id":266,"title":267,"pubDate":268,"logoUrl":269,"thirdParty":11,"imageUrls":270,"orgId":16,"branches":273,"description":275},"51eb793b-bd88-411f-8736-530926e0ffd6","Anthropic certificeert Salesforce Summit Partner Nextview Consulting","2026-10-02T16:18:59.088+02:00","https:\u002F\u002Fwww.persberichten.nl\u002Ffile\u002Flogos\u002Fbbbe2d26-551c-4817-949f-572d06875acf\u002F4dfc9345-b907-4271-be8f-83822dedd95a.jpg",[271,272,271,272],"https:\u002F\u002Flh3.googleusercontent.com\u002FTmgIMmBSlHxdkEcBQZHszd86eNgdDEWHVJ0QiqYNCwAmB9SeYRXJvR-wJzbmvdkwiK8yL_suU5fIVjTFR301c_svLgV0imOVsA","https:\u002F\u002Flh3.googleusercontent.com\u002FQQscmvwmuCbZjjIAe_67c5NDgKbA9CFT74ElteTTjBFaqSRz6J1GGUrRKnaFsB2pZDi2QSV1sDlUUQ8Sz9_N6S4iL9Y-egQ",[274],{"id":64,"title":242},"Nextview Consulting, gesteund door Salesforce Ventures, wordt Anthropic Select Partner: de status die Anthropic voorbehoudt aan bedrijven met gecertificeerde ar",{"id":277,"title":278,"pubDate":279,"logoUrl":280,"thirdParty":11,"orgId":16,"branches":281,"description":285},"50141bc1-375f-43c0-9830-d30955cfbcf5","De Zwanenhof stapt naar de rechter: gemeente Borne hield miljoenen over aan noodopvang ","2026-10-02T15:02:08.242+02:00","",[282],{"id":283,"title":284},"32100","Recht","Gemeente komt volgens De Zwanenhof ondertekende afspraak niet na Landgoed De Zwanenhof in Zenderen, waar sinds maart 2022 ruim honderdOekraïense ontheemden word",{"id":287,"title":288,"pubDate":289,"logoUrl":290,"thirdParty":11,"orgId":16,"branches":291,"description":295},"2dcf7fb0-7ff2-4d8f-9526-2c625fb3b087","Landelijke Warme Pootjes Challenge start op Dierendag","2026-10-02T08:32:00.037+02:00","https:\u002F\u002Fwww.persberichten.nl\u002Ffile\u002Flogos\u002Fbbbe2d26-551c-4817-949f-572d06875acf\u002F32456aba-5b9a-4bca-b6eb-83082e0b7ceb.jpg",[292],{"id":293,"title":294},"41000","Dieren en natuur","Gratis campagne van Stichting Bevordering Huisdierenwelzijn laat deelnemers een pootje op de kaart zetten en vraagt aandacht voor preventieve dierzorg Stichting",{"id":297,"title":298,"pubDate":299,"logoUrl":280,"thirdParty":11,"orgId":16,"branches":300,"description":302},"528c7e82-29b6-49c9-8b8b-245ff0500109","FORCYD breidt uit naar Zwitserland","2026-10-01T09:00:00.041+02:00",[301],{"id":64,"title":242},"En benoemt Bob Dillen tot partner om de Zwitserse vestiging te leiden FORCYD heeft vandaag zijn uitbreiding naar Zwitserland aangekondigd met de opening van een",{"id":304,"title":305,"pubDate":306,"logoUrl":307,"thirdParty":11,"imageUrls":308,"orgId":16,"branches":310,"description":314},"31a584bd-fc75-4247-acca-a1896d166b0c","AI tools verwijzen actief naar illegale goksites","2026-09-30T09:35:03.459+02:00","https:\u002F\u002Fwww.persberichten.nl\u002Ffile\u002Flogos\u002Fbbbe2d26-551c-4817-949f-572d06875acf\u002F6d7b1e79-3083-4c95-b8f0-e1108638a26e.jpg",[309],"https:\u002F\u002Forder.perssupport.nl\u002Ffile\u002Fpressrelease\u002Fbbbe2d26-551c-4817-949f-572d06875acf\u002F31a584bd-fc75-4247-acca-a1896d166b0c\u002FKVAOnderzoekGeneratieveAIenIllegaleOnlineKansspelen2026.pdf",[311],{"id":312,"title":313},"16100","IT, tech en social media","Generatieve AI-tools kunnen Nederlandse consumenten relatief eenvoudig blootstellen aan niet-vergund online kansspelaanbod. Dat blijkt uit nieuw onderzoek van h",{"id":316,"title":317,"pubDate":318,"logoUrl":280,"thirdParty":11,"imageUrls":319,"orgId":16,"branches":323,"description":327},"b947c050-9a94-4455-80fe-8255e5025502","5.000 bloemharten voor vrijwilligers en medewerkers in de zorg op Wereld Hartdag","2026-09-29T17:00:00.243+02:00",[320,321,322,320,321,322],"https:\u002F\u002Flh3.googleusercontent.com\u002FJAKEEMWyjyvw1scJZcJ1RKPxQr5xMBLkw-KVSXW5b_NI_QBGDYOe1Z1-lXAzsbP1G8_vBQ3IOXMHyznGqgjUhBD3roQJu2FFyA","https:\u002F\u002Flh3.googleusercontent.com\u002FHJLL9m7NJGapNFWu0sPh3WUS6qPvlSG4bd03J1h6q2lwwvnNswE7KBKDSzbTM4P7rg0fk0abxho7QWalXoYKJGO7AxmFvlTc9IE","https:\u002F\u002Flh3.googleusercontent.com\u002FrXXRWYWFAIuLkSn-I9p2kkRPurbj7fuXl6AEUEdj_wmmwsdbzXT1exCwgRSiuc_QF6hMdfK-cyVqe9__hbIjWBzWFGits8U",[324],{"id":325,"title":326},"38100","Algemeen nieuws","Het werd dinsdag een enorm feestelijk gezicht in Lutjebroek. Ruim 70 kinderen uit groep 6 en 7 van basisschool De Baskuul trokken in een lang lint door het dorp",{"id":329,"title":330,"pubDate":331,"logoUrl":332,"thirdParty":11,"orgId":16,"branches":333,"description":335},"12ab3d8a-f760-4cff-be83-11a55a6bf685","50.993 handtekeningen voor de Wadden aangeboden in Leeuwarden en Den Haag","2026-09-28T15:30:35.015+02:00","https:\u002F\u002Fwww.persberichten.nl\u002Ffile\u002Flogos\u002Fbbbe2d26-551c-4817-949f-572d06875acf\u002Fdabf27ae-9c27-4f5a-9c9a-2a28dceba446.jpg",[334],{"id":325,"title":326},"Stichting Wij zijn de Wadden biedt dinsdag 29 september de petitie voor het behoud van een leefbaar, toegankelijk en toekomstbestendig Waddengebied aan. In tota",{"id":337,"title":338,"pubDate":339,"logoUrl":280,"thirdParty":11,"orgId":16,"branches":340,"description":342},"124c024c-3e13-4a1b-b950-a9bfe7963d6a","Doorstart EUclaim: claims van klanten worden voortgezet","2026-09-28T09:42:09.424+02:00",[341],{"id":21,"title":240},"EUclaim, het oudste claimbedrijf voor vluchtcompensatie van Europa, maakt een doorstart. Nog geen maand na het faillissement zijn de activiteiten overgenomen do",{"id":344,"title":345,"pubDate":346,"logoUrl":347,"thirdParty":11,"orgId":16,"branches":348,"description":350},"ee24aef0-b1e7-4bd4-8678-f289726a9905","Nederlands AI-platform voor flexkantoren maakt sprong naar Amerika","2026-09-29T09:00:00.036+02:00","https:\u002F\u002Fwww.persberichten.nl\u002Ffile\u002Flogos\u002Fbbbe2d26-551c-4817-949f-572d06875acf\u002F802e4919-cad7-481f-b356-c7aeb96f8ec4.jpg",[349],{"id":64,"title":242},"Europese, door AI ondersteunde aanbieder van flexibele kantoren sluit langjarige samenwerking voor circa 3.000 m² in het historische Desmond’s Building en richt",{"id":352,"title":353,"pubDate":354,"logoUrl":280,"thirdParty":11,"imageUrls":355,"orgId":16,"branches":358,"description":360},"ceab672b-868e-4140-a376-55e763100a98","Onderzoek: 85 procent van de gerechtsdeurwaarders krijgt te maken met agressie","2026-09-30T08:00:00.033+02:00",[356,356,357],"https:\u002F\u002Flh3.googleusercontent.com\u002F0vmEkeqFDXeJJjrH2rW1QZHPj47a03cu7o46-eY4Z21cW9peacmgSDks8sqL6OvzUNHnKV03EWTYg7iFzLK3PbIC6sbdtrFQvQ","https:\u002F\u002Forder.perssupport.nl\u002Ffile\u002Fpressrelease\u002Fbbbe2d26-551c-4817-949f-572d06875acf\u002Fceab672b-868e-4140-a376-55e763100a98\u002FRapportagressieengeweldgerechtsdeurwaarders2026EMBARGOTOT309260800uur.pdf",[359],{"id":325,"title":326},"Agressie, bedreiging en intimidatie komen veel voor in het werk van gerechtsdeurwaarders. Ook medewerkers van gerechtsdeurwaarderskantoren krijgen ermee te make"]