OAKK is a new platform launched by the Dutch independent asset manager HJCO Capital Partners. OAKK positions itself as the partner for financial advisors who are active in wealth planning. The process of acquiring, recording and monitoring essential client information as well as monitoring the investments take center stage of this tool.
The OAKK-tool is powered by Finbotx in order to show clients whether the chosen asset allocation is suitable for their investment goals; bringing top-notch institutional techniques to the world of private clients.
“The functionality offered by Finbotx surpasses that of the larger well know players we have spoken to. This quality combined with more reasonable pricing makes Finbotx is the calculation engine of choice for the OAKK tool.”
Arthur Hopstaken, Partner – HJCO Capital Partners
