Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial advice. The product–led company is built on the foundational belief that every single person deserves access to great financial advice.
This Wealthtech Vendor Snapshot has been put together with insight from Conquest, and is presented in an easy to digest document, using Altus Consulting visual Financial Advice frameworks.
Altus Consulting will be releasing further snapshots in the coming months, so building a comprehensive overview of the Wealthtech Vendor ecosystem.
