Conquest

HQ Address

330 St Mary Ave #800, Winnipeg, MB R3C 3Z5, Canada

Website Address

www.conquestplanning.com/

Connect with Conquest
Business introduction

Meet the engine powering the future of financial advice

Advice delivery reimagined

The Conquest story
It all started with a simple whiteboard session back in 2018 and a dream to make financial advice easier and accessible to all.

The Conquest founding team were passionate about delivery of meaningful, personalized financial advice to clients which transcends economic spectrums, digital platforms and corporate structures.

 

Conquest Solutions

SAM

SAM is the engine behind Conquest’s plans that creates hyper-personalized, adaptable financial plans that evolve with individuals’ or advisors' clients' needs in real-time. SAM employs an expert engine rooted in AI to model various financial scenarios, helping advisors present clients with potential outcomes of different strategies, leading to more informed decision-making.......

business needs
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