Conquest Planning and Fidelity win leading innovation award

LONDON – September X 23 -- Conquest Planning (“Conquest”), a technology platform modernising financial planning with customised and convenient advice, announced today that it has won the Leading Innovation Award at Schroders' #UKPlatformAwards. The firm earned recognition alongside Fidelity Adviser Solutions (“Fidelity”) for introducing next-generation financial planning solutions to the independent advice market in the United Kingdom (“UK”). This collaboration has expanded access to holistic financial advice for a broader spectrum of consumers throughout the UK.

Now in its 17^th year, the Schroders UK Platform Awards annually spotlight excellence in retail investment and financial planning technology. The Leading Innovation category, which saw Conquest Planning Inc. and Fidelity Adviser Solutions as this year's winners, is dedicated to honouring advancements in platforms, planning tools, and applications that create significant improvements for both advisers and investors, focusing on user-friendly, efficient, and affordable solutions. Winners are chosen by a committee of independent industry experts who assess each entry based on its innovative qualities and its impact on the sector at large.

Fidelity has made Conquest’s cutting-edge technology available to intermediaries based in the UK to help advisers produce customised, convenient financial recommendations that are contextual and easy for the end client to understand. As part of the partnership independent adviser firms through Fidelity can leverage Conquest’s Strategic Advice Manager (SAM). This artificial intelligence (“AI”)-driven engine performs complex calculations that instantly illustrate the impact of different scenarios on clients’ goals, aiding advisers in the creation of hyper-personalised strategies.

“We are proud to be recognised for our efforts in the UK through our partnership with Fidelity Adviser Solutions,” said Martin Taylor – VP Sales & Distribution, EMEA at Conquest Planning. “We know that demand for tech-enabled financial experiences is increasing and recognitions like this allow us to continue to tell our story and introduce our solution to new markets. At Conquest, we are committed to creating a better financial future for all by increasing access to personalised advice across the globe.”

Conquest and Fidelity were announced as the winners for the Leading Innovation Award at this year’s Schroders UK Platform Awards dinner. The event was held on 19th September at the London Hilton on Park Lane where the industry celebrated the best platforms and technology in retail and financial planning. “I’m really pleased we’ve been recognised for innovation and the teamwork with Conquest, said Jackie Boylan – Head of Fidelity Adviser Solutions. It’s great to see adviser firms adopting the software in their businesses and more importantly the benefits it brings.”