Conquest’s AI-powered solution enables advisors to deepen client relationships with the delivery of hyper-personalized advice WINNIPEG, Manitoba--(BUSINESS WIRE)-- Conquest Planning Inc. (“Conquest”), ...

WINNIPEG, Manitoba, June 23, 2025--(BUSINESS WIRE)--Conquest Planning Inc., ("Conquest"), a technology platform modernizing financial planning with customized and convenient advice, today announced it ...

New research from Financial Planning and Conquest reveals that 72% of firms are pursuing intelligent automation and AI initiatives to improve advisor productivity [1]. Now, with this connector, ...

Which is itself a slightly new angle to the argument for all-in-one software: In order for tools like AI agents to achieve their full capabilities, they need full access to the data from the systems ...

BMO clients will have access to Conquest’s planning platform, enabling the creation of hyper-personalized plans that evolve in real-time WINNIPEG, Manitoba--(BUSINESS WIRE)-- Conquest Planning Inc.

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

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

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.

WINNIPEG, Manitoba, September 09, 2026--(BUSINESS WIRE)--Conquest, an award-winning global fintech company that delivers the industry's leading verifiable AI financial advice engine to power ...

Advisor360°, a Needham, Massachusetts-based AI-native operating system for the advisor experience, has announced a partnership with Conquest Planning, a Winnipeg-based financial planning software ...

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