Advisor's Edge

Fintech in focus: Conquest Planning

Planning software helps with client engagement

Every month, looks at a fintech platform that’s working with wealth management firms.

Company: Winnipeg-based Conquest Planning Inc.

CEO: Mark Evans, who was the CEO (from 1990 through 2012) of Emerging Information Systems Inc., the developer of the NaviPlan financial planning software, which is now owned by Advicent Solutions.

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