Fidelity: Partners with Canadian fintech Conquest to support advisers
- Fidelity goal is to make financial expertise broadly accessible and effective in helping people live the lives they want
- Partnered with Canadian FinTech company, Conquest, as the exclusive distributor of its financial planning software
- ‘Conquest Planning’ uses data and Artificial Intelligence (AI) to provide advisers with greater insight into clients
- Its technology processes data in a variety of ways – quickly building and comparing different plans
- The software has also been developed to support integration into advisers’ existing technology systems
- The software offers an innovative approach to financial planning at the click of a button, helping advisers to build plans faster
