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Latest News

Anthropic promises to disrupt financial services, Conquest CEO adds context

February 8, 2023

Financial Planning

NaviPlan architect seeks to bring fresh AI-powered software to U.S. advisors: Wealthtech Weekly

February 7, 2023

Citywire Canada

NaviPlan founder’s new fintech raises CA$24m from Fidelity, BNY

December 22, 2022

Professional Adviser

Pricing, private equity and tech — where next for platforms in 2023?

July 21, 2021

The Globe and Mail

Power Corp.’s Portage Ventures backs financial software provider Conquest Planning as it looks to expand

March 25, 2026

Financial Advisor

Four Common Misconceptions Financial Advisors Have About AI

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