Verified fintech
Conquest Planning
- Headquarters
- Winnipeg, Canada
- Website
- conquestplanning.com
- Category
- Wealth & investing
About
Conquest Planning makes financial-planning software for advisers, built around an advice engine it calls Strategic Advice Manager. It models life events, ranks planning strategies and traces recommendations back to their inputs, and supports self-directed, hybrid and adviser-led use. Customers include advisers, banks, credit unions and insurers.
Verified listing — website, HQ and category checked before listing. Confirms the facts, not a rating or endorsement.