Platform
Overview
SAM
Features
About
Our story
Our team
Careers
Solutions
Overview
Digital
Collaborative
Traditional
Resources
Press & News
Customer Stories
Get Started
US
CA-EN
CA-FR
UK
Press + Media
Latest News
Conquest Planning Previews Next Chapter of Compliance-First AI Innovation
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
Previous
Show More
Media
Conquest Planning’s Lotocki and BNY Pershing’s Tasch On the Future of AI in Financial Planning
Prospering in Longevity Challenge - Top Innovators
Your Life, Your Money - Sunday, July 3rd, 2022
Revolutionizing Financial Planning
For Media Inquiries
For media inquiries, please contact our Media Team at:
Conquest@streetcredpr.com