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Latest News

All Eyes on the Fastest Growing Tech Companies

August 30, 2023

Business Wire

Conquest Planning and CapIntel Collaborate to Help Financial Advisors Deliver Exceptional Client Advice

August 17, 2023

Business Wire

Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians

June 14, 2023

Red River College Polytech

Conquest Planning provides students with access to their future: RRC Polytech gifted industry-standard software

June 28, 2023

Financial Planning

Will giving clients access to ChatGPT tools bring more of them to advisors?

October 25, 2022

Wellington-Altus

Wellington-Altus Leverages Conquest Planning’s Next Evolution of Wealth Planning Software to Elevate the Advisor and Client Experience

Media

Ep 55 - How A.I. is Reshaping the Wealth Management Industry with Brad Joudrie

Ep 55 - How A.I. is Reshaping the Wealth Management Industry with Brad Joudrie

Fintech Form Canada – start-up pitch competition

Fintech Demo Drop 2023: Conquest Planning

‍Your Life, Your Money - Sunday, July 3rd, 2022

‍Your Life, Your Money - Sunday, July 3rd, 2022

How Tech Is Transforming the Financial Services Industry with Stacie Calder

Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans

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