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The AI Advantage To Bridge Gaps In The Great Wealth Transfer
February 20, 2020
AltFi
Canadian fintech Conquest Planning raises $3m seed funding
February 19, 2020
Investment Executive
Financial planning startup scores seed funding
July 21, 2021
The Globe and Mail
Power Corp.’s Portage Ventures backs financial software provider Conquest Planning as it looks to expand
April 16, 2021
Wealth Professional
Conquest Planning inks key partnerships
April 28, 2021
Wealth Professional
Advisors want dealers with a digital edge
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Conquest Planning with Brad Joudrie and Ken Lotocki | E267
Fintech Demo Drop 2023: Conquest Planning
Your Life, Your Money - Sunday, July 3rd, 2022
EATT2023 Demo – Conquest Planning
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