The wealth tech firm’s updates will help advisors on the Pershing X platform gain deeper insights and navigate plans more easily.
Conquest Planning, a Canadian financial planning software company and one of Pershing X’s fintech partners, has announced crucial updates to its artificial intelligence-based technology for advisors.
The firm announced that its AI-driven strategic advice manager, SAM, now includes new SAM INSIGHTS and Ask SAM features, aimed at improving the quality and depth of financial plans for advisors.
