PLATFORM

The Ortega Investment Platform provides the milestone to consolidate investments into different products such as Listed Securities, ETI, ranges of investment Funds etc. via one single platform. Therefore, from a single online access point your investment portfolio can be monitored.

The key benefits of the platform are:

- 24/7 online access to performance of portfolio via one online statement

- Simplified process resulting in admin cost minimization

- A flexible cost effective approach

- Access to a wide range of investments to suit client risk / return appetite

- One simplified application process, one payment, one statement resulting in reduced administration and superior service.

- A flexible approach to investing.

- Access to a Discretionary Fund Management service if required