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 119 reference ratings
4.8/5.0 (119)

6Testimonials

  • “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 years ago, to embark on an ambitious digital transformation journey. One of the centerpieces of IG's ongoing transformation has been the selection of a modern financial planning platform. Conquest Planning Inc.'s financial planning software uses artificial intelligence, advanced analytics and real-time collaboration to help IG's advisors and clients work together to navigate through the complexities of planning for today and tomorrow to create personalized IG Living Plans.”

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

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