Presse + Médias

Dernières nouvelles

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

February 8, 2023

Financial Planning

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

February 7, 2023

Citywire Canada

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

December 22, 2022

Professional Adviser

Pricing, private equity and tech — where next for platforms in 2023?

July 21, 2021

The Globe and Mail

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

February 12, 2026

Investment News

Human advisors still essential amid AI revolution, say fintechs

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