Conquest Planning
Conquest Planning provides financial planning software that integrates AI-driven analytics, real-time collaboration, and open APIs to support advisory workflows. The platform offers digital self‑service, collaborative hybrid, and traditional advisor‑led modes tailored to varied client needs. Its Strategic Advice Manager dynamically generates personalized strategies and adjusts plans using client data and tax‑aware modeling. The system centralizes data integration, scenario testing, and reporting to streamline advisor efficiency and client engagement. Multiple financial institutions deploy the platform to automate plan creation and foster goal‑based conversations without replacing human expertise.
Domain
conquestplanning.com
Country
CanadaIndustry
Artificial Intelligence (AI)Employees
101-250
Last Funding
$80.0M
Founded
2017
Tech Stack (13 technologies)
Frequently Asked Questions
What technologies does Conquest Planning use?+
Conquest Planning uses 13 technologies including Google Font API, Webflow, Adobe Fonts.
What industry is Conquest Planning in?+
Conquest Planning operates in the Artificial Intelligence (AI) industry.
Where is Conquest Planning based?+
Conquest Planning is headquartered in Canada.
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