Press + Media

Latest News

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

August 30, 2024

Business Insider

MIT researchers say that AI is 'inherently sociopathic' — but that it can be trained to give ethical financial advice

October 6, 2022

BNY Mellon Pershing

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

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

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