Conquest and PlannrCRM Partner to Optimise Planning Workflows For Financial Advisers

LONDON--(BUSINESS WIRE)--Conquest Planning (“Conquest”), a technology platform modernising financial planning with customised and convenient advice, announced its partnership with PlannrCRM, a next-generation back-office technology platform tailored for financial advisers. This strategic collaboration aims to streamline and enhance processes, delivering meaningful financial advice faster and more accurately to more clients.