CONQUEST PLANNING CHOOSES ORTEC FINANCE TO FURTHER ENHANCE ITS MARKET-LEADING FINANCIAL PLANNING PLATFORM

Ortec Finance, which manages more than EUR4 trillion of assets, will use stochastic modeling to integrate institutional-grade investment knowledge into Conquest Planning. It is crucial to use evidence-based returns rate assumptions when constructing a financial planning plan. Conquest Planning's Chief Product Officer Ken Lotocki stated that Ortec Finance has allowed us to offer more accurate return rate assumptions, allowing our customers to create more efficient plans that simulate real-life scenarios. We are the best in class from both a performance and quality standpoint. Our plan is deterministic, with volatility added using a multi-trial simulation that uses well-researched benchmarks. Conquest Planning is a great company to work with. Their platform is recognized worldwide as the most sophisticated and advanced for financial planning. They also provide market-leading analysis and reporting. Ortec Finance is the leader in technology and solutions for managing risk and return. Financial institutions all over the globe are provided with the best technologies and solutions to aid in investment decision-making. Ortec Finance's strengths lie in a combination of innovative technology and market knowledge. Conquest Planning, Canada's most trusted financial planning software company, has a purpose-driven approach in delivering financial advice. Conquest Planning is a product-driven company that believes everyone deserves great financial advice. Conquest Planning's intuitively-designed product, easy onboarding process and data-driven AI enable users to quickly deliver highly personalized, beautifully designed financial plans. Conquest Planning was established in 2018 by a group of financial technology experts whose success record spans more than 30 years in financial planning software. Original content available at URL.html