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Latest News

The AI Advantage To Bridge Gaps In The Great Wealth Transfer

December 18, 2023

Wealth Solutions Report

The AI Advantage To Bridge Gaps In The Great Wealth Transfer

November 13, 2023

Conquest Planning

Conquest Solves for Advisor Behaviours That Turn Clients Off

October 10, 2023

Fintech

Lone Canadian Firm Ranks Among World’s Most Promising Fintechs

October 4, 2023

Business Wire

Conquest Planning Inc. and Fidelity Adviser Solutions Win Leading Innovation Award at Schroders UK Platform Awards

September 28, 2023

LinkedIn

LinkedIn Top Startups 2023: The 15 Canadian companies on the rise

Media

Conquest Planning with Mark Evans & Brad Joudrie | E135

Conquest Planning with Brad Joudrie and Ken Lotocki | E267

Fintech Form Canada – start-up pitch competition

Fintech Demo Drop 2023: Conquest Planning

‍Your Life, Your Money - Sunday, July 3rd, 2022

‍Your Life, Your Money - Sunday, July 3rd, 2022

How Tech Is Transforming the Financial Services Industry with Stacie Calder

EATT2023 Demo – Conquest Planning

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