Which is itself a slightly new angle to the argument for all-in-one software: In order for tools like AI agents to achieve their full capabilities, they need full access to the data from the systems ...

WINNIPEG, Manitoba--(BUSINESS WIRE)-- Conquest Planning Inc., (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced it has raised ...

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a partnership with ...

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced an integration ...

All-in-one technology platform provider Advisor360° announced it has partnered with Conquest Planning to integrate financial planning directly into its platform. Advisor360° announced the rollout of ...

Conquest Planning, a Canadian financial planning software company and one of Pershing X’s fintech partners, has announced crucial updates to its artificial intelligence-based technology for advisors.

Canadian financial planning technology startup Conquest Planning is continuing its push south of the border via a new partnership with RIA software firm CapIntel. Processing Content On Wednesday, the ...

SAN FRANCISCO & WINNIPEG, Manitoba, June 03, 2026--(BUSINESS WIRE)--Zocks, the privacy-first AI assistant for financial services, and Conquest Planning, a technology platform modernizing financial ...

Milestone signals accelerating advisor adoption and deepening U.S. commitment; bilingual platform positions Conquest to serve the nation’s 45 million Spanish-speaking households Conquest Planning Inc.

The MarketWatch News Department was not involved in the creation of this content. Company unveils new AI capabilities designed to augment advisor productivity, streamline data workflows, and enable ...

This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community. Led by Growth Equity at Goldman Sachs Alternatives, the Series ...