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The AI Advantage To Bridge Gaps In The Great Wealth Transfer

Wealth Solutions Report

The AI Advantage To Bridge Gaps In The Great Wealth Transfer

December 18, 2023

Conquest Planning

Conquest Planning

Conquest Solves for Advisor Behaviours That Turn Clients Off

November 13, 2023

Fintech

Lone Canadian Firm Ranks Among World’s Most Promising Fintechs

October 10, 2023

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

October 4, 2023

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

September 28, 2023

Wealth Professional

Wealth Professional

What's behind the Conquest-CapIntel partnership?

September 12, 2023

Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors

September 7, 2023

Conquest Planning and CapIntel Collaborate to Help Financial Advisors Deliver Exceptional Client Advice

August 30, 2023

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

August 17, 2023

Financial Planning

Financial Planning

Will giving clients access to ChatGPT tools bring more of them to advisors?

Red River College Polytech

Red River College Polytech

Conquest Planning provides students with access to their future: RRC Polytech gifted industry-standard software

Think Advisor

The Financial Advisor’s Caddy: AI-Based Planning

Wealth Professional

Wealth Professional

Wealthsimple partnership 'proof that traditional advice is evolving'

Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools

Wealth Professional

Wealth Professional

Why Conquest partnership is a 'one-two punch' for RBC's digital advice strategy

RBC and Conquest Planning bring next-generation financial planning platform to clients and financial advisors

Advisor's Edge

Fintech in focus: Conquest Planning

Wealth Professional

Wealth Professional

Five years after inception, Conquest continues with hyper-growth focus

February 15, 2023

Ortec Finance

Conquest Planning chooses Ortec Finance to further enhance it's market leading financial planning platform

February 14, 2023

Wealth Professional

Wealth Professional

Conquest eyes further growth after big players invest

February 9, 2023

Financial Planning

Financial Planning

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

February 8, 2023

Wealth Management

Conquest Planning Secures $17.8M in Series A Funding

February 7, 2023

Fintech

Conquest Planning Secures $24 Million Series A to Power International Expansion

February 7, 2023

Citywire Canada

Citywire Canada

NaviPlan founder’s new fintech raises CA$24m from Fidelity, BNY

February 7, 2023

Conquest Planning Closes $24 Million Series A Raise

February 7, 2023

Professional Paraplanner

Professional Paraplanner

FTRC assesses new financial planning system Conquest

December 1, 2022

Wellington-Altus

Wellington-Altus

Wellington-Altus Leverages Conquest Planning’s Next Evolution of Wealth Planning Software to Elevate the Advisor and Client Experience

October 25, 2022

BNY Mellon Pershing

Pershing X and Conquest Planning Working Together To Increase Financial Planning Efficiency

October 6, 2022

Wealth Professional

Wealth Professional

Why the euphoria for fintech investment has fizzled out

September 19, 2022

Wealth Professional

Wealth Professional

How Conquest is storming into new financial-planning markets

Wealth Professional

Wealth Professional

Conquest eyes continued expansion with $7.5-million funding round

Citywire Canada

Citywire Canada

Wealthtech firms spring into action as CFR rules take effect

Advisor's Edge

Conquest Planning raises $7.5M to accelerate growth

The Globe and Mail

The Globe and Mail

Power Corp.’s Portage Ventures backs financial software provider Conquest Planning as it looks to expand

Wealth Professional

Wealth Professional

Getting Canadians invested in their financial future

Wealth Professional

Wealth Professional

‘The market didn't need another trial and error application’

Wealth Professional

Wealth Professional

Conquest and Flinks take aim at financial planners' data pains

Wealth Professional

Wealth Professional

Advisors want dealers with a digital edge

Wealth Professional

Wealth Professional

Conquest Planning inks key partnerships

AltFi

Canadian fintech Conquest Planning raises $3m seed funding

February 20, 2020

Investment Executive

Investment Executive

Financial planning startup scores seed funding

February 19, 2020

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