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Thursday, May 07, 2026
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About Mark Glover

https://www.ortecfinance.com/

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Ortec Finance Launches OPAL Targeted Support BETA to Help Advice Firms Move Beyond Compliance

April 28 2026

Ortec Finance, the global provider of risk and return management solutions, today announces the BETA launch of OPAL Targeted Support: a framework designed to help wealth management and financial advice firms deliver on the operational reality of Targeted Support, not just its regulatory threshold.

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 Ortec Finance appoints John O’Driscoll, former St. James’s Place executive, as Managing Director of OPAL Financial & Wealth Planning to expand its UK wealth management presence.

Ortec Finance Powers Growth Ambition With Senior Hire

September 23 2025

Ortec Finance, a global leader in goal-based financial planning technology, is stepping up its ambition to build a leading presence in the UK wealth management and financial planning market with the appointment of John O’Driscoll as Managing Director, OPAL Financial & Wealth Planning.

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Ortec Finance

Ortec Finance