Conquest Planning and CapIntel Collaborate to Help Financial Advisors Deliver Exceptional Client Advice

Conquest’s platform solution will allow CapIntel’s enterprise financial advisors to easily deliver transparent and personalized goals-based advice.

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a partnership with CapIntel, a leading financial technology platform that improves day-to-day workflow efficiency and fund analysis for wealth professionals. Together, CapIntel and Conquest will help advisors to produce customized, convenient recommendations that can be simply conveyed and readily understood.