Business Wire

CI Wealth Partners with Conquest to Provide Advisors with AI-Powered Financial Planning Software

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a strategic ...
MarketWatch

Conquest Planning Collaborates with BMO to Launch 'My Financial Progress' -- A New Digital Experience Empowering Canadians to Take Control of Their Financial Future

Conquest Planning Inc. ("Conquest"), a technology platform modernizing planning with customized and convenient advice, today announced a strategic partnership with BMO. Together, the firms have built ...
InvestmentNews

Canadian fintech Conquest boosts AI-powered financial planning platform

Conquest Planning, a Canadian financial planning software company and one of Pershing X’s fintech partners, has announced crucial updates to its artificial intelligence-based technology for advisors.
Nasdaq

Conquest Planning Raises $80 Million Series B Led by Growth Equity at Goldman Sachs Alternatives to Bring Personalized, AI-Powered Financial Plans to More Families

WINNIPEG, Manitoba--(BUSINESS WIRE)-- Conquest Planning Inc., (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced it has raised ...
Business Wire

Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced an integration ...
Financial Planning

Conquest Planning continues U.S. expansion with CapIntel partnership

Canadian financial planning technology startup Conquest Planning is continuing its push south of the border via a new partnership with RIA software firm CapIntel. On Wednesday, the two firms announced ...
Morningstar

Conquest Planning Partners With Meridian Credit Union to Deliver AI-Powered, Personalized Financial Planning

Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a strategic partnership with Meridian Credit Union ...
WealthManagement.com

Conquest Planning Upgrades Its Strategic Advice Manager

Conquest Planning, the Canada-based next-generation planning application developed by Mark Evans,has revealed upgrades to its artificial intelligence-based strategic advice manager (SAM). The new ...
Morningstar

Conquest Planning Partners with PWL Capital to Increase Access to Hyper-Personalized Financial Planning Throughout Canada

Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a partnership with PWL Capital(“PWL”), a ...
Financial Planning

NaviPlan architect seeks to bring fresh AI-powered software to U.S. advisors: Wealthtech Weekly

Leveraging artificial intelligence to give financial advisors back time. That's the goal. That's the dream. And in 2023, it feels like countless fintech firms were making that promise to planners. Now ...