Press + Media

Latest News

Conquest Planning Surpasses 2 Million Financial Plans, Launches Spanish-Language UI to Broaden Access to Advice

December 1, 2022

Professional Paraplanner

FTRC assesses new financial planning system Conquest

May 27, 2022

FT Adviser

Fidelity partners with fintech to launch planning software

May 26, 2022

Money Marketing

Fidelity launches ‘game changing’ advice software

September 19, 2022

Wealth Professional

Why the euphoria for fintech investment has fizzled out

July 21, 2021

Citywire Canada

Wealthtech firms spring into action as CFR rules take effect

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