330 St Mary Ave, 800, Winnipeg, Manitoba, R3C 3Z5, Canada
Conquest Planning is Canada’s leading financial planning software company with a purpose-driven approach to delivering financial advice
Users of Conquest Planning leverage its intuitively designed product, simple onboarding process, and data-driven AI to accelerate the delivery of hyper-personalized financial plans.
Established in 2018, Conquest Planning was founded by a team of financial technology veterans whose track record of success spans over 30 years in the financial planning software space.
The ethos of Conquest Planning is to get more people into financial plans. Our application empowers advisors and planners to build plans faster, in collaboration with their clients, with a higher degree of accuracy, while furthering financial literacy through a living and continuous action plan. A flexible platform Don't spend hours manually......