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Wealth Professional Article: Conquest and Flinks Take Aim at Financial Planners’ Data Pains

Digitizing and simplifying how financial advice providers gather data from their clients is an important objective for Conquest Planning.

Our partnership with Flinks and their cutting-edge data aggregation services, provides yet another way to meet this objective.

https://www.wealthprofessional.ca/investments/wealth-technology/conquest-and-flinks-take-aim-at-financial-planners-data-pains/355655