In response to questions and feedback received, we are pleased to share an updated FAQ document for our Conquest Planning service offering. The key update has been made to Question 21 to clarify access for administrative staff and the requirement to have existing access to the Advisor Centre to use the Conquest application.

Click here to read the updated FAQ, which can also be found on the Advisor Centre under Communications / Frequently Asked Questions.

Who is Conquest Planning?
Conquest specializes in modern financial planning software tailored for the financial services industry. Its core offering features a planning engine powered by AI, enabling real-time, collaborative financial guidance. The platform also includes tools that allow both advisors and clients to flexibly adjust financial plans. Conquest primarily serves financial institutions seeking to enhance 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 access to Conquest’s financial planning application.

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.