Read 6 Conquest Planning reviews and testimonials from customers, explore case studies and customer success stories, and watch 8 customer videos to see why companies chose Conquest Planning as their undefined

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.

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Customer Rating Review Scorebased on 143 reference ratings
4.8/5.0 (143)

6Testimonials

  • “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 facilitate IPC advisors’ capability to explore different scenarios is IPC’s digital financial-planning platform created in partnership with Conquest Planning.”

    Sam FebbraroExecutive Vice-President
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8 Customer Videos

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    Mark McGrathFinancial Planner and Associate Portfolio Manager
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Additional Conquest Planning Information & Resources

Read Conquest Planning Reviews, Testimonials & Customer References from 6 real Conquest Planning customers.

Watch Conquest Planning Customer Videos to learn why 8 businesses chose Conquest Planning.

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