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FÉRIQUE renforce son engagement à offrir un service client personnalisé grâce à un partenariat avec Conquest Planning

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April 2, 2025

Lorne Rubis

Culture Talks: How to Build a Thriving Remote Culture with Stacie Calder

March 24, 2025

Wealth Management

Revolutionizing Financial Planning

March 20, 2025

Business Wire

Conquest Planning Partners with PWL Capital to Increase Access to Hyper-Personalized Financial Planning Throughout Canada

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

December 4, 2024

Business Wire

Conquest Planning Surpasses 1 Million Plans Created, Selected as Top Innovator in Manulife and World Economic Forum’s Prospering in Longevity Challenge

December 4, 2024

Citywire RIA

Conquest Planning hits million-plan milestone, charts market expansion

December 4, 2024

Fintech

Winnipeg Fintech Announces Milestone Amid Conquest of US, UK Markets

December 3, 2024

The Globe and Mail

How this financial planning platform’s investment in AI has led to rapid expansion

December 1, 2024

The Daily Upside

AI Won’t Replace Advisors. But It Will Transform the Industry.

October 24, 2024

Winnipeg Free Press

Conquest Planning nabs fintech recognition

November 6, 2024

The Globe and Mail

All Eyes on the Fastest Growing Tech Companies

October 28, 2024

Fintech

Six Canadian Innovators Make Annual List of World’s Most Promising Fintechs

October 24, 2024

CB Insights

Fintech 100: The most promising fintech startups of 2024

October 15, 2024

IFA Magazine

Conquest and PlannrCRM partner up to optimise planning workflows for advisers

October 15, 2024

Business Wire

Conquest and PlannrCRM Partner to Optimise Planning Workflows For Financial Advisers

October 10, 2024

Business Wire

FÉRIQUE Deepens Commitment to Personalized Client Service Through Partnership with Conquest Planning

September 23, 2024

Financial Advisor

Modern Life Calls For Adaptable Financial Plans

September 18, 2024

Wealth Professional

Manulife Wealth adds Conquest's financial planning platform for advisors

September 17, 2024

Business Wire

Manulife Wealth and Conquest Planning Bring Personalized Financial Planning Tools to Advisors

September 13, 2024

Wealth Professional

Raymond James adds AI-driven financial planning tool

September 12, 2024

Business Wire

Raymond James and Conquest Planning Join Forces to Empower Canadian Investors with Personalized 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

August 21, 2024

The Globe and Mail

The secret weapon financial planners can use to settle all your retirement worries

August 13, 2024

Advisor Engine

Tom Burmeister: The evolution of financial advice

June 20, 2024

Wealth Management

Democratizing Access to Advice

June 7, 2024

Investment News

Canadian fintech Conquest boosts AI-powered financial planning platform

June 5, 2024

Wealth Professional

Conquest unveils powerful AI tools to elevate financial planning

June 4, 2024

Wealth Management

Conquest Planning Upgrades Its Strategic Advice Manager

June 4, 2024

Business Wire

Conquest Rolls Out Enhancements to SAM, An AI-Powered Solution Designed to Improve Plan Quality, Reveal Deeper Planning Insights

May 10, 2024

Benefits Canada

How DC plan sponsors can take the guesswork out of retirement planning

April 16, 2024

Business Wire

Conquest Planning and Desjardins Financial Security Investments Bring Intuitive Financial Planning Software to Nearly 1,400 Advisors Across Canada

February 15, 2024

Wealth Professional

Conquest Planning’s best practices for tech and change management

March 15, 2024

Financial Planning

Brad Joudrie of Conquest Planning on making advice accessible

March 11, 2024

Celent

Wealthtech Startups to Watch: How Conquest Planning is Bringing AI to the Forefront of Financial Planning

March 5, 2024

Assiniboine Community College

Assiniboine College Business Students Gain Access to Conquest Planning's AI-Powered Technology Platform

December 18, 2023

Wealth Solutions Report

The AI Advantage To Bridge Gaps In The Great Wealth Transfer

November 13, 2023

Conquest Planning

Conquest Solves for Advisor Behaviours That Turn Clients Off

October 10, 2023

Fintech

Lone Canadian Firm Ranks Among World’s Most Promising Fintechs

October 4, 2023

Business Wire

Conquest Planning Inc. and Fidelity Adviser Solutions Win Leading Innovation Award at Schroders UK Platform Awards

September 28, 2023

LinkedIn

LinkedIn Top Startups 2023: The 15 Canadian companies on the rise

September 12, 2023

Wealth Professional

What's behind the Conquest-CapIntel partnership?

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