Conquest Planning says its new AI tools could shrink the time it takes to build a financial plan from about 10 hours to ...
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 ...
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 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 ...
Advisor technology providers introduce artificial intelligence capabilities to streamline advisor workflows and cut manual ...
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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