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.
6Testimonials
“This new tool will allow us to respond to Clients' evolving needs proactively and faster than ever, while still offering the unmatched expertise of our employees and advisors. Conquest's digital tool will help us stay connected to our Clients across all our wealth and insurance offerings, enabling us to develop a comprehensive profile to fit their individual needs. We are excited to offer this innovative service to Clients and know it will have a real and lasting impact on their financial security.”
8 Customer Videos
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