Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools

Conquest’s AI-run remedy will aid Wealthsimple’s monetary professionals in the shipping and delivery of tailor-made, targets-centered information

WINNIPEG, Manitoba, May 11, 2023–(Organization WIRE)–Conquest Arranging Inc. (“Conquest”), a engineering system modernizing economic arranging with custom-made and convenient guidance, now introduced a partnership with Wealthsimple, a platform that has built some of Canada’s foremost digital economical solutions and that holds far more than $18 billion in belongings for above 3 million Canadians. As a final result of this integration, Wealthsimple’s Technology shoppers (individuals with $500,000+ in net deposits at Wealthsimple) will achieve obtain to Conquest’s technological know-how-enabled planning equipment, enabling them to keep on to advance toward their individualized financial objectives, together with saving for retirement, funding their children’s education and learning, producing major purchases and much more.

Conquest’s next technology organizing technological know-how is a different instrument that Wealthsimple will leverage to aid its shoppers make clever economic selections for their long term. Wealthsimple’s portfolio administration group will have obtain to Conquest’s Strategic Information Supervisor (SAM), powered by synthetic intelligence, enabling them to quickly and accurately illustrate the effect of various situations on client’s goals and recommend the following very best economic final decision.

“This partnership is an additional way we’re increasing the bar for our consumers by providing them better insights into their entire money image and getting prospects to enable them attain their objectives more quickly,” claimed Paul Teshima, Chief Customer Knowledge Officer at Wealthsimple. “By way of Conquest’s modern financial arranging system, our portfolio administrators will have access to even far more equipment across tax planning, discounts techniques and investment decision recommendations all from one particular elegant product or service practical experience.”

Each Conquest and Wealthsimple believe that that fiscal assistance need to be meaningful, individual, and accessible this partnership innovations this shared objective. Brad Joudrie, Main Revenue Officer at Conquest additional: “We are so happy to be doing work with Wealthsimple given that we share several of the identical values. This partnership means that even extra investors will delight in entry to flexible money options even though benefiting from Wealthsimple’s human touch.”

Tale continues

This partnership arrives on the heels of a $24 million Series A fundraising round as Conquest proceeds on its speedy-expanding trajectory. For much more information and facts about Conquest’s intuitive and innovative economic setting up application solution, you should check out conquestplanning.com. And for these intrigued in discovering a lot more about Wealthsimple’s system, which gives custom-made financial investment portfolios and on-demand advice from professional fiduciaries, remember to go to wealthsimple.com.

About Conquest Planning

Conquest Organizing is Canada’s top money scheduling computer software business with a goal-driven method to delivering financial guidance. The product-led business is constructed on the foundational belief that each and every one particular person justifies entry to good monetary information. People of Conquest Planning leverage its intuitively made solution, basic onboarding system, and data-driven artificial intelligence to speed up the supply of beautifully designed, hyper-personalised fiscal programs. Recognized in 2018, Conquest Preparing was launched by a team of monetary technology veterans whose observe report of achievement spans over 30 years in the economical arranging software package place. For extra data, observe Conquest on Twitter, LinkedIn and Fb.

About Wealthsimple

Wealthsimple is a single of Canada’s quickest increasing and most trusted economic solutions businesses. The firm gives a comprehensive suite of very simple, advanced fiscal merchandise across managed investing, do-it-oneself investing, cryptocurrency, tax filing, shelling out and saving. Wealthsimple now serves 3-million Canadians and holds around $18-billion property. The company was launched in 2014 by a team of fiscal industry experts and technological innovation entrepreneurs, and is headquartered in Toronto, Canada. To find out far more, visit www.wealthsimple.com.

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