Press + Media

Latest News

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

April 21, 2023

RBC

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

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

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