Press + Media

Latest News

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

September 12, 2023

Wealth Professional

What's behind the Conquest-CapIntel partnership?

October 25, 2022

Wellington-Altus

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

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 3, 2023

Wealth Professional

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

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