Watch our video to learn about Conquest Planning software and see the tool in action.
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Fidelity International and Conquest Planning have come together to offer independent financial advisers next-generation financial planning software that goes beyond traditional cashflow modelling. From fact find, through plan, report and present, the application simplifies the advice process and saves time and reduces costs – all in one efficient, consistent and compliant solution. It will help you deliver a better financial advice experience for your clients.
Jackie Boylan, Fidelity International, discusses the new revolutionary partnership with Mark Evans, CEO of Conquest Planning, and the way in which their software could revolutionise financial planning for advisory firms and their clients.
A financial plan is just a set of numbers. The real power lies in what they enable a client to do. Conquest Planning offers a way for you and your client to explore endless possibilities and create a plan in a heartbeat.
In essence, the software brings human connection and the power of technology together to create something greater than either could do alone. With its innovative use of A.I., the application helps you and your clients understand the holistic impact of financial decisions in real time.
