Removing integration bottlenecks from Salesforce operations

Ortec Finance helps financial institutions navigate complex investment decisions by combining advanced econometric models with software technology. Its solutions, such as asset-liability management, performance measurement, and goal-based planning platforms like OPAL, support decision-making for pension funds, insurers, wealth managers, and other large investors.

The company’s offerings rely on sophisticated quantitative models to provide transparency and consistency in how investment choices are evaluated and executed. Ortec’s customers depend on timely, accurate insights to meet strategic goals and regulatory requirements.

As the business evolved, Ortec’s Salesforce implementation became harder to update. Small changes in integration logic risked disruption and consumed valuable time from technical and business teams. This prompted Ortec to seek a better way to manage how Salesforce exchanged data with its external planning systems.