Press + Media

Latest News

Conquest and PlannrCRM Partner to Optimise Planning Workflows For Financial Advisers

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

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