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Conquest Planning chooses Ortec Finance to further enhance its market leading financial planning platform

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With OPAL's Goals-Based Planning Solution, we aim to translate client’s financial goals into an optimal investment strategy reflecting their personal ambitions, cash flows and risk appetite. Additionally, Ortec’s solution links investment portfolios to financial goals and tracks the progress over time on a daily basis, based on actual portfolio values...

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by Ortec Finance
| 15/02/2023 12:30:00

Ortec Finance, the leading global provider of risk and return management solutions for those managing investment assets, has partnered with Conquest Planning, a technology platform modernising financial planning with customised and convenient advice, to further enhance its market-leading platform that empowers financial advisers and their clients to build personalised, adaptable financial plans. 

Using stochastic modelling, Ortec Finance, whose clients have over €4 trillion in assets under management, will provide further integration of institutional-grade investment knowledge into Conquest Planning’s solution. This will enable more realistic asset class return projections, and greater insight into the impact of financial market volatility on investors’ financial plans, delivering enhanced adviser support and improved client outcomes.  

Conquest Planning, whose platform is used by wealth advisers and their clients in Canada and the UK, and will soon be available in the US, says with financial markets becoming more volatile and increased globalisation, investors need greater access to the latest and most advanced technology and stochastic modelling to develop a better understanding of the risks facing different asset classes, and investment portfolios. 

“When constructing a financial plan, it is critical to use evidence-based return rate assumptions. Our partnership with Ortec Finance allows us to provide more effective return rate assumptions that gives our customers the ability to build more efficient plans that model real-life scenarios,” said Ken Lotocki, Chief Product Officer ofConquest Planning. “Creating a plan deterministically, then layering in volatility based on a multi-trial simulation based on well-researched benchmarks, puts us best-in-class from a quality and performance standpoint. Our customers who choose to leverage the Ortec Finance asset allocation data can benefit from receiving data from an industry-leading source to craft effective, holistic financial plans.” 

“We are delighted to be working with Conquest Planning. They are recognised globally as one of the best and most advanced platforms for financial planning, with market-leading analysis and reporting. As markets and asset classes become increasingly complex and potentially more volatile, investors need even more data and analysis to help them make the right decisions,” said Neil Greenbaum, EVP of Sales and Partnerships North America at Ortec Finance.

Read the original article here.