Skip Header

About Conquest Planning

Fidelity International has partnered with Conquest, a Canadian fintech company, becoming the exclusive distributor of its ‘Conquest Planning’ financial planning software to the UK independent advice market.

About Conquest planning

Established in 2018, Conquest was founded by a team of fintech veterans with a track record of success in the financial planning software market stretching back over 30 years. Led by Dr Mark Evans, the company is made up of a cross-disciplinary team of financial experts, developers and designers who possess a passion for the development of financial technology. Conquest, based in Winnipeg, Canada, also has a team located in the UK.

The company is built on the foundation that every single person deserves access to first-class financial advice and their software helps you develop financial strategies based on your clients’ needs and goals. With its innovative use of Artificial Intelligence, the application helps you and your clients understand the holistic impact of financial decisions in real time.

Fidelity and Conquest Planning

Fidelity International Strategic Ventures is a shareholder in Conquest, with a seat on the Board and associated governance rights. Fidelity International has partnered with Conquest Planning and will exclusively distribute the technology to the UK IFA market through Fidelity Adviser Solutions. Fidelity plan to integrate the technology with back-office software systems and the Fidelity Adviser Solutions service in the future.