A Manitoba-born technology platform modernizing financial planning with customized advice this week announced a partnership with CapIntel, a financial technology platform that improves day-to-day workflow efficiency and fund analysis for wealth professionals.
Together, Winnipeg’s Conquest Planning and CapIntel intend to help advisors to produce tailored recommendations that can be readily understood.
“This partnership underscores our unwavering commitment to enabling incredible interactions between advisors and their clients,” stated the chief revenue officer of CapIntel, Rob Crnkovic.
“By working with Conquest, we’re continuing to build on the foundation we’ve created for advisors to offer transparent, personalized, and holistic financial advice,” the cofounder added.
Both firms share a belief that financial advice should be direct and accessible. To achieve this objective, Conquest’s product is now available on CapIntel’s platform, enabling its advisors to streamline workflows, boost productivity, and elevate the client experience through the power of technology.
“Recognizing the complementary nature of Conquest and CapIntel’s solutions, a strategic integration was a natural opportunity to provide advisors and end investors with an enhanced financial planning experience,” Crnkovic stated.
CapIntel’s network of over 12,000 advisors can now leverage Conquest’s AI-based strategic advice manager to build flexible plans quickly and with a high degree of accuracy.
Known by its acronym SAM, the tech performs thousands of calculations around every piece of client information, generates analysis to discover strategies that address client concerns, and delivers advice by simplifying complexity and embedding in-context financial literacy information.
“CapIntel’s vast reach across North America and its efforts to ensure that no one misses out on their financial goals makes them a model partner for us here at Conquest,” noted Brad Joudrie, chief revenue officer of Conquest. “Through this integration, we aim to improve efficiency and streamline advisors’ delivery of exceptional customer experiences in Canada and beyond.”
This partnership—similar to one with Toronto’s Wealthsimple—builds on momentum for Conquest as the Canadian fintech firm raised $24 million in a round led by Fidelity International Strategic Ventures earlier this year.
Founded in 2018, Conquest has raised a total of $35 million in capital funding.