Help & support
We aim to support you at every stage of your journey with Conquest, from initial discussions with our Sales team through to online support through the software’s Knowledge Base.
Next generation financial planning software
Watch our latest webinar about Conquest Planning’s game-changing software and see the tool in action. Gabby Rondel, Fidelity’s Conquest Business Development Manager demonstrates how the software works and the benefits to you and your business, as well as how this enables better client outcomes.
Leading Innovation Award
We were recognised for leading innovation at the UK Platform Awards 2023 for our work with Conquest. This award celebrates innovation that both breaks new ground and makes life easier and more efficient for adviser firms with our next-generation financial planning software.
Fidelity International and Conquest Planning 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.
Why Conquest Planning
- Intelligence – leverages A.I. to find the optimal path for a client.
- Ease – intuitive interface which can be used interactively in front of clients.
- Efficiency – no need to spend hours entering data, plan with as little or as much data as required.
- Dynamic planning – real-time updates with plans and cashflow models built and compared in minutes.
- Flexibility - you’re able to change existing plans at any time to meet clients’ changing circumstances.
- Demonstrates the impact of advice – clear visual illustration of the value of advice.
- Flexible pricing – a pay-as-you-go pricing model.