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Dernières nouvelles
What's behind the Conquest-CapIntel partnership?
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Wealth Professional
What's behind the Conquest-CapIntel partnership?
September 12, 2023
Nouvelles
Business Wire
Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors
September 7, 2023
Nouvelles
Business Wire
Conquest Planning and CapIntel Collaborate to Help Financial Advisors Deliver Exceptional Client Advice
August 30, 2023
Nouvelles
Business Wire
Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians
August 17, 2023
Nouvelles
Financial Planning
Will giving clients access to ChatGPT tools bring more of them to advisors?
June 28, 2023
Nouvelles
Red River College Polytech
Conquest Planning provides students with access to their future: RRC Polytech gifted industry-standard software
June 14, 2023
Nouvelles
Think Advisor
The Financial Advisor’s Caddy: AI-Based Planning
May 16, 2023
Nouvelles
Wealth Professional
Wealthsimple partnership 'proof that traditional advice is evolving'
May 12, 2023
Nouvelles
Business Wire
Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools
May 11, 2023
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Wealth Professional
Why Conquest partnership is a 'one-two punch' for RBC's digital advice strategy
May 3, 2023
Nouvelles
RBC
RBC and Conquest Planning bring next-generation financial planning platform to clients and financial advisors
April 21, 2023
Nouvelles
Advisor's Edge
Fintech in focus: Conquest Planning
March 24, 2023
Nouvelles
Wealth Professional
Five years after inception, Conquest continues with hyper-growth focus
February 15, 2023
Nouvelles
Ortec Finance
Conquest Planning chooses Ortec Finance to further enhance it's market leading financial planning platform
February 14, 2023
Nouvelles
Wealth Professional
Conquest eyes further growth after big players invest
February 9, 2023
Nouvelles
Financial Planning
NaviPlan architect seeks to bring fresh AI-powered software to U.S. advisors: Wealthtech Weekly
February 8, 2023
Nouvelles
Business Wire
Conquest Planning Closes $24 Million Series A Raise
February 7, 2023
Nouvelles
Citywire Canada
NaviPlan founder’s new fintech raises CA$24m from Fidelity, BNY
February 7, 2023
Nouvelles
Fintech
Conquest Planning Secures $24 Million Series A to Power International Expansion
February 7, 2023
Nouvelles
Wealth Management
Conquest Planning Secures $17.8M in Series A Funding
February 7, 2023
Nouvelles
Professional Paraplanner
FTRC assesses new financial planning system Conquest
December 1, 2022
Nouvelles
Wellington-Altus
Wellington-Altus Leverages Conquest Planning’s Next Evolution of Wealth Planning Software to Elevate the Advisor and Client Experience
October 25, 2022
Nouvelles
BNY Mellon Pershing
Pershing X and Conquest Planning Working Together To Increase Financial Planning Efficiency
October 6, 2022
Nouvelles
Wealth Professional
Why the euphoria for fintech investment has fizzled out
September 19, 2022
Nouvelles
Wealth Professional
How Conquest is storming into new financial-planning markets
August 4, 2021
Nouvelles
Wealth Professional
Conquest eyes continued expansion with $7.5-million funding round
July 22, 2021
Nouvelles
The Globe and Mail
Power Corp.’s Portage Ventures backs financial software provider Conquest Planning as it looks to expand
July 21, 2021
Nouvelles
Advisor's Edge
Conquest Planning raises $7.5M to accelerate growth
July 21, 2021
Nouvelles
Citywire Canada
Wealthtech firms spring into action as CFR rules take effect
July 21, 2021
Nouvelles
Wealth Professional
Getting Canadians invested in their financial future
July 14, 2021
Nouvelles
Wealth Professional
‘The market didn't need another trial and error application’
July 8, 2021
Nouvelles
Wealth Professional
Conquest and Flinks take aim at financial planners' data pains
June 5, 2021
Nouvelles
Wealth Professional
Advisors want dealers with a digital edge
April 28, 2021
Nouvelles
Wealth Professional
Conquest Planning inks key partnerships
April 16, 2021
Nouvelles
AltFi
Canadian fintech Conquest Planning raises $3m seed funding
February 20, 2020
Nouvelles
Investment Executive
Financial planning startup scores seed funding
February 19, 2020
Médias
Conquest Planning with Brad Joudrie and Ken Lotocki | E267
Forum Fintech Canada – compétition de présentations d'entreprise en démarrage
Votre vie, votre argent - Dimanche, 3 juillet 2022
Démo EATT2022
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