Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial advice. The product-led company is built on the foundational belief that every single person deserves access to great financial advice. Users of Conquest Planning leverage its intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial plans.
“Historically you'd sit down with the family, ask them a bunch of questions, go back to your office and plug it all in. Then you’d print out, to go back …
“Every client can go through roughly 65 life transitions, all of which will inform the process of adding and removing goals in a financial plan. One thing that’s helping to …
“Canadians want the same type of digital experiences from their advisor that they're used to having in other parts of their life. That's why we made the decision a few …
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