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Dernières nouvelles

Anthropic promises to disrupt financial services, Conquest CEO adds context

October 6, 2022

BNY Mellon Pershing

Pershing X and Conquest Planning Working Together To Increase Financial Planning Efficiency

April 21, 2023

RBC

RBC and Conquest Planning bring next-generation financial planning platform to clients and financial advisors

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?

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