.png){kind=logo}
With Conquest’s technology, advisors at CI Assante, CIPW and Aligned Capital Partners can build sophisticated, personalized financial plans that complement their investment strategies
WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a strategic partnership with CI Wealth, the Canadian wealth management division of CI Financial. Through this collaboration, advisors at CI Assante Wealth Management (“Assante”), CI Private Wealth (“CIPW”) and Aligned Capital Partners will gain access to Conquest’s artificial intelligence (AI)-powered financial planning platform, which is making customized and convenient advice more accessible for all consumers.
