Conquest specializes in modern financial planning software tailored for the financial services industry. Their key offerings feature a planning engine powered by artificial intelligence, delivering real-time, collaborative financial guidance, along with tools enabling both advisors and clients to flexibly modify financial plans. They primarily serve financial institutions aiming to improve their financial advice delivery through technology.
Through the strategic partnership we entered into with Conquest in March 2024, Investia is able to offer its advisors the opportunity to utilize Conquest’s financial planning tool platform.
In response to questions and feedback received following the announcement of this partnership, we are pleased to share an updated FAQ document, which provides clarification about the following:
- Conquest’s service offering for advisors
- Plan features (standard and advanced)
- Pricing information and packages available
- How to subscribe, including the request form*
- Advisor support contact information
granted.
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Click here to read the updated FAQ. |
Should you have any questions or require additional information about Conquest Planning, please do not hesitate to contact us, by sending an email to innovations@investia.ca.
