Aviva partners with Ortec Finance to enhance proposition
Aviva has appointed Ortec Finance as its technology partner to strengthen its customer guidance and financial planning proposition.
This partnership will see Aviva use Ortec Finance’s OPAL platform, supported by Yellowtail Conclusion’s CORD integration and orchestration platform, create an integrated and end-to-end digital guidance and advice solution.
This marks a meaningful step in Aviva’s commitment to close the advice gap and help improve the financial wellbeing and retirement outcomes of more UK adults.
Ortec Finance’s wealth management software uses institutional-grade forecasting and optimisation to help advisers monitor their clients’ investment portfolios.
Yellowtail Conclusion combines financial domain expertise with an open, innovation-first technology platform that orchestrates financial planning logic, calculations, market integrations and regulatory requirements into trusted digital advice.
Aviva secures FCA approval to offer targeted support
Mark Glover, head of wealth management UK & Ireland at Ortec Finance, said: “The UK market is entering a new phase, shaped by targeted support and a growing expectation that advice can be delivered at scale.
“Aviva is taking a leading role in that transition. We are proud to provide an end-to-end solution that enables advice to remain consistent, transparent and evidence based.”
Riaan de Bruyn, director of consumer wealth at Aviva, added: “We are clear that personalised guidance is critical to drive engagement at scale and the targeted support regime will further enable us to address the advice gap.
“But we believe that financial advice remains the gold standard for more complex needs and that advisers play a vital role in giving our customers the confidence to make these important life decisions.
“Our partnership with Ortec Finance reflects our ambition to serve this customer need across the guidance and advice continuum.”
