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, a Canadian financial planning software company and one of Pershing X’s fintech partners, has announced crucial updates to its artificial intelligence-based technology for advisors.

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced an integration ...

Canadian financial planning technology startup Conquest Planning is continuing its push south of the border via a new partnership with RIA software firm CapIntel. Processing Content On Wednesday, the ...

All-in-one technology platform provider Advisor360° announced it has partnered with Conquest Planning to integrate financial planning directly into its platform. Advisor360° announced the rollout of ...

Conquest Planning, the Canada-based next-generation planning application developed by Mark Evans,has revealed upgrades to its artificial intelligence-based strategic advice manager (SAM). The new ...

Earlier in May Anthropic announced the launch of ten AI agents built specifically for the financial services industry. The ...

The MarketWatch News Department was not involved in the creation of this content. Company unveils new AI capabilities designed to augment advisor productivity, streamline data workflows, and enable ...

Milestone signals accelerating advisor adoption and deepening U.S. commitment; bilingual platform positions Conquest to serve the nation’s 45 million Spanish-speaking households Conquest Planning Inc.