IFA Magazine

Conquest and PlannrCRM partner up to optimise planning workflows for advisers

Conquest Planning, a technology platform modernising financial planning with customised and convenient advice, has today announced its partnership with PlannrCRM, a next-generation back-office technology platform tailored for financial advisers. According to the firm, this strategic collaboration aims to streamline and enhance processes, delivering meaningful financial advice faster and more accurately to more clients.

Read Full Article (Source)