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Ortec Finance

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About Ortec Finance

Ortec Finance provides investment decision-making software and risk management solutions for financial institutions and advice firms. The company offers the OPAL platform to support personalised financial planning and targeted guidance for wealth management clients. Recent coverage has focused on strategic senior appointments and partnerships to deliver scalable advice within the UK market.

FF News has published 4 stories featuring Ortec Finance since 2025, most recently "Aviva Taps Ortec Finance to Bridge UK Advice Gap with AI-Driven Financial Planning" (9 July 2026).

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