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

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 ...

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

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

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.

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 ...

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

Software developer Conquest Planning has announced it closed its 24 million Canadian dollar ($17.8 million) Series A round led by Fidelity International Strategic Ventures. The round was also joined ...

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

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 ...