Help & support

Conquest Planning is a Canadian fintech company with a mission to make financial advice easier to deliver and more accessible for individuals. Established in 2018, Conquest Planning was founded by a team of fintech veterans with a strong track record in the financial planning software market stretching back over 30 years. Indeed, the founders successfully brought a financial planning product to the Canadian market in the 1990s (Navi Plan).

Building on their thorough understanding of the financial planning software market, Conquest Planning is introducing state-of-the-art technology – which incorporates Artificial Intelligence (A.I.) – to the UK independent financial advice market. This flexible technology will allow advisory firms to deliver quality financial advice more efficiently to their clients.

Fidelity International Strategic Ventures is a shareholder in Conquest Planning, with a seat on the Board and associated governance rights. Fidelity Adviser Solutions has partnered with Conquest Planning to become the exclusive distributor of the technology to the UK IFA market. Fidelity plan to integrate the software into the Fidelity Adviser Solutions service in the future.

Firms will enter into a contract with Conquest Financial Planning. As part of the arrangement between Fidelity and Conquest, Fidelity will provide first line service support to users of the Conquest software. We will also manage the pricing and billing processes.

There are two levels of support. Fidelity Adviser Solutions will deliver 1^st line support. However, Conquest Planning will offer a 2^nd Line of support if needed.

The cost for using the software is dependent on how many plans are created on an annual basis and not an annual subscription. The fixed cost per plan will reduce depending on how many plans you commit to creating in a calendar year.

One of the main benefits from this pricing structure is the cost per plan includes all members of a household, so for example, if you created a plan for one adult on 1 January, this would trigger the annual fee for that plan. You can then add another adult, and children to the plan within the calendar year without additional costs.

If you would like further information, please speak to your usual representative or alternatively email us and we will arrange for someone to contact you. To ensure your enquiry is dealt with as quickly as possible please ensure you include the following information:

• Firm Name
• Firm Postcode
• Contact Name
• Contact Number
• Unique Adviser Number (if known)

Conquest Planning operates in a Software-as-a-Service (SaaS) model, with the software being located on external servers (Amazon Web Services (AWS), hosted in the UK) rather than on servers located in-house.

This is covered in the Data Protection Law sections of the contractual agreement. Conquest Planning’s privacy policy can be found on their website. www.conquestplanning.com/privacy-policy/

Yes, Conquest Planning is built on open APIs and so the software can connect to third-party systems. Conquest has a proven track record of supporting client integrations and the software has been integrated into the systems of several providers in Canada, including within advisers’ proprietary applications. As part of the UK market launch, Conquest Planning will initially integrate with back office provide Intelliflo, with more to follow. Over and above these systems, firms are encouraged to integrate with Conquest’s endpoints. More specific or bespoke integration can be discussed as part of the advanced package option.

Yes, following an initial demonstration of the application, firms can request trial access to the software. Please contact the Fidelity Adviser Solutions sales team to arrange a trial. Please ensure you include the following information:

• Firm Name
• Firm Postcode
• Contact Name
• Contact Number
• Unique Adviser Number (if known)