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Latest News

Conquest Planning Previews Next Chapter of Compliance-First AI Innovation

March 6, 2025

Business Wire

CI Wealth Partners with Conquest to Provide Advisors with AI-Powered Financial Planning Software

February 7, 2025

Fintech

Five Fintechs Garner Accolades from CIX Startup Awards Ahead of Summit

February 6, 2025

Morningstar

CIX Summit, Powered by Elevate, Announces the 2025 CIX Startup Award Recipients

January 2, 2025

Wealth Management

Artificial Intelligence is Democratizing Financial Advice and Enabling Advisors to Scale

September 27, 2024

The Globe and Mail

Ranking Canada’s Top Growing Companies of 2024

Media

Conquest Planning with Mark Evans & Brad Joudrie | E135

Conquest Planning’s Lotocki and BNY Pershing’s Tasch On the Future of AI in Financial Planning

Fintech Form Canada – start-up pitch competition

Prospering in Longevity Challenge - Top Innovators

‍Your Life, Your Money - Sunday, July 3rd, 2022

‍Your Life, Your Money - Sunday, July 3rd, 2022

How Tech Is Transforming the Financial Services Industry with Stacie Calder

Revolutionizing Financial Planning

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