Conquest Planning says its new AI tools could shrink the time it takes to build a financial plan from about 10 hours to ...
WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a strategic ...
Conquest Planning Inc., ("Conquest"), a technology platform modernizing financial planning with customized and convenient advice, today announced it has raised $80 million USD ($110 million CAD) in ...
Conquest Planning Inc. ("Conquest"), the financial planning platform powering advice delivery across the full wealth spectrum, today announced its next generation of AI-powered ca ...
Advisor technology providers introduce artificial intelligence capabilities to streamline advisor workflows and cut manual ...
Conquest Planning is a leading financial planning software company with a purpose-driven approach to delivering financial advice. The product-led company is built on the foundational belief that every ...
WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc., (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced it has raised $24 ...
Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, and FP Canada, a national education, certification, and professional ...
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