Professional Services
Ortes offers professional service providers a platform to efficiently manage customer records, ensure compliance and provide real-time insight into all customer structures from one central, reliable source.
Overall overview for customer and advisor
Ortes combines structure and flexibility with AI-driven insights. This way, even the most complex organization remains manageable.
Onboarding
Collaboration
Complexity
Future
Powerful in features, easy to use.
Our smart infrastructure powers the features for you, while you stay fully in control.
Entity & Person records
Centrally manage all data of individuals and entities: from functions and addresses to KYC registrations and compliance information — easily searchable and linked to KvK.
Document management
Ortes organizes all your documents automatically and links them directly to the correct entities and timeline. Always discoverable and structured, without manual searching.
Timeline & Audit
Build your file over time with Ortes, entirely from the documents and automatically. Answer all current and past questions and log changes.
Tasks & Notifications
Tasks and notifications, generated automatically or manually from your records — always on time, never forgetting anything.
Governance & Governance
Control your data with smart access rights, audit trails, and flexible fields — so your information always remains reliable and complete.
One-click to integration with any of your favorite apps and tools
Achieve seamless integration with your favorite apps and tools through a single click, enhancing the efficiency and functionality of our SaaS-based project management solution.
Vragen over het verleden? Geen probleem!
Het organogram is gekoppeld aaneen interatieve tijdlijn.
Toekomstige generaties- Adviseurs
- Vragen vanuit Wwft-plichtige partijen
Safety, Privacy, and Reliability
Trust is key at Ortes. Our platform has been built on privacy and security from the ground up.
GDPR Compliant
End-To-End Encrypted
EU Hosted
ISO 27001
Certified Hosting
Privacy By Design
LegalTech
Discover the game-changing tool
"After trying out various project management tools, we've found one that fulfills all our needs. It has completely transformed the way we handle our projects."
A smooth solution for improved operations
“I highly recommend this project management software! Its robust integration capabilities with other apps made our transition really smooth and effective for us.”
Excellent service and good quality
“This software proved to be the ultimate solution for our project management needs, seamlessly integrating into our toolkit. We highly recommend this tool.”
As good as I need highly recommended
"As a project manager, finding the right software is crucial. This tool has been a game-changer for us. It's user-friendly, and has increased our productivity."
Frequently Asked Questions by Professional Service Providers
Is your question not listed? Then get in touch
