News & Insights
Conquest Planning and Fidelity win leading innovation award
Conquest Planning Inc. and Fidelity Adviser Solutions Win Leading Innovation Award at Schroders UK Platform Awards
Press Releases London - 09 Oct 2023
Fidelity Adviser Solutions and Conquest complete first integration
Fidelity Adviser Solutions and Conquest complete first integration of Conquest Planning within the UK Independent Advice Market
Press Releases London - 27 Jun 2023
Fidelity International partners with Canadian Fintech to launch ‘Conquest Planning’ software to the UK advice market
Fidelity International has partnered with Canadian FinTech company, Conquest, as the exclusive distributor of its financial planning software, ‘Conquest Planning’ to the UK independent advice market.
PR Team Fidelity - 26 May 2022
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Assessing capacity for loss
Discover how to assess capacity for loss alongside attitude to risk to achieve good client outcomes. Find out more on the different approaches, here.
Fidelity Fidelity - 17 Apr 2023
Wealth management software for advisory firms
Financial asset management software has evolved. Discover what it is, and how AI-powered software can help you provide exceptional service for your clients.
Fidelity Fidelity - 06 Mar 2023
Scenario analysis tools in financial planning
Scenario analysis is a valuable part of your role. Discover how AI-powered software can optimise the service you offer your clients.
Fidelity Fidelity - 06 Mar 2023
Cashflow modelling
Cashflow modelling is a key aspect of financial planning. Discover how AI-powered software can help you create accurate, targeted forecasts for clients.
Fidelity Fidelity - 06 Mar 2023
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