All great plans offer one key element that can provide more peace of mind to those who adopt it: predictability. This is especially prevalent with a financial plan, where markets are unpredictable and cash flows can fluctuate. With that in mind, it raises the question of how financial planning software can produce more predictable plans?

Well, you asked and we listened, and we’re happy to announce Conquest’s new Volatility analysis feature!

In this video we’ll introduce our Volatility analysis module and demonstrate how it can assess how sensitive a plan may be to varying return rates over time, to better provide predictability and reassurance to a client’s financial plan.