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Press Releases

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

Press Releases London - 09 Oct 2023

Press Releases

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

Press Releases London - 27 Jun 2023

PR Team

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

PR Team Fidelity - 26 May 2022

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Fidelity

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 Fidelity - 17 Apr 2023

Fidelity

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 Fidelity - 06 Mar 2023

Fidelity

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 Fidelity - 06 Mar 2023

Fidelity

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 Fidelity - 06 Mar 2023

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