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Dernières nouvelles

FÉRIQUE renforce son engagement à offrir un service client personnalisé grâce à un partenariat avec Conquest Planning

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September 7, 2023

Business Wire

Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors

August 30, 2023

Business Wire

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

August 17, 2023

Business Wire

Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians

June 14, 2023

Red River College Polytech

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

June 28, 2023

Financial Planning

Will giving clients access to ChatGPT tools bring more of them to advisors?

October 25, 2022

Wellington-Altus

Wellington-Altus Leverages Conquest Planning’s Next Evolution of Wealth Planning Software to Elevate the Advisor and Client Experience

October 6, 2022

BNY Mellon Pershing

Pershing X and Conquest Planning Working Together To Increase Financial Planning Efficiency

May 16, 2023

Think Advisor

The Financial Advisor’s Caddy: AI-Based Planning

May 12, 2023

Wealth Professional

Wealthsimple partnership 'proof that traditional advice is evolving'

May 11, 2023

Business Wire

Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools

May 3, 2023

Wealth Professional

Why Conquest partnership is a 'one-two punch' for RBC's digital advice strategy

April 21, 2023

RBC

RBC and Conquest Planning bring next-generation financial planning platform to clients and financial advisors

March 24, 2023

Advisor's Edge

Fintech in focus: Conquest Planning

March 13, 2023

Conquest Planning

Consumer Duty – How Conquest Can Help You Prepare

February 15, 2023

Wealth Professional

Five years after inception, Conquest continues with hyper-growth focus

February 14, 2023

Ortec Finance

Conquest Planning chooses Ortec Finance to further enhance it's market leading financial planning platform

February 9, 2023

Wealth Professional

Conquest eyes further growth after big players invest

February 8, 2023

Financial Planning

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

February 7, 2023

Wealth Management

Conquest Planning Secures $17.8M in Series A Funding

February 7, 2023

Fintech

Conquest Planning Secures $24 Million Series A to Power International Expansion

February 7, 2023

Citywire Canada

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

February 7, 2023

Business Wire

Conquest Planning Closes $24 Million Series A Raise

December 22, 2022

Professional Adviser

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

December 1, 2022

Professional Paraplanner

FTRC assesses new financial planning system Conquest

May 27, 2022

FT Adviser

Fidelity partners with fintech to launch planning software

May 26, 2022

Money Marketing

Fidelity launches ‘game changing’ advice software

September 19, 2022

Wealth Professional

Why the euphoria for fintech investment has fizzled out

July 21, 2021

Citywire Canada

Wealthtech firms spring into action as CFR rules take effect

July 21, 2021

Advisor's Edge

Conquest Planning raises $7.5M to accelerate growth

February 20, 2020

AltFi

Canadian fintech Conquest Planning raises $3m seed funding

February 19, 2020

Investment Executive

Financial planning startup scores seed funding

July 21, 2021

The Globe and Mail

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

April 16, 2021

Wealth Professional

Conquest Planning inks key partnerships

April 28, 2021

Wealth Professional

Advisors want dealers with a digital edge

June 5, 2021

Wealth Professional

Conquest and Flinks take aim at financial planners' data pains

July 14, 2021

Wealth Professional

Getting Canadians invested in their financial future

July 8, 2021

Wealth Professional

‘The market didn't need another trial and error application’

July 22, 2021

Wealth Professional

Conquest eyes continued expansion with $7.5-million funding round

August 4, 2021

Wealth Professional

How Conquest is storming into new financial-planning markets

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