Press + Media

Latest News

Conquest Planning Surpasses 2 Million Financial Plans, Launches Spanish-Language UI to Broaden Access to Advice

June 4, 2024

Wealth Management

Conquest Planning Upgrades Its Strategic Advice Manager

April 16, 2024

Business Wire

Conquest Planning and Desjardins Financial Security Investments Bring Intuitive Financial Planning Software to Nearly 1,400 Advisors Across Canada

August 30, 2023

Business Wire

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

June 14, 2023

Red River College Polytech

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

February 7, 2023

Wealth Management

Conquest Planning Secures $17.8M in Series A Funding

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