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 ...

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.

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc., (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced it has raised $24 ...

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 ...

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.

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 ...