At Conquest Planning, we’re revolutionizing the financial planning experience. By bringing together human connection and the power of technology, we’ve built a platform that aims to change financial advice delivery for the better. Get started today!

Signing off from another amazing time at the world’s largest wealth festival!🌴 Our team had a blast engaging with colleagues and sharing how Conquest is transforming financial advice delivery. Thank you, @FutureProof_HQ, for an unforgettable four days! #FutureProofFestival

Team Conquest has touched down in Huntington Beach for our third @FutureProof_HQ Festival!☀️ We’re excited for another day of networking, reconnecting with friends, and learning from the industry’s best and brightest at one of the premier wealth events. #FutureProofFestival

Congratulations @ConquestPlanInc Conquest Planning, winner of the TECHNOLOGY PROVIDERS: Financial Planning category of the 2025 Wealth Management Industry Awards #Wealthies

We’re celebrating today as Conquest won the Technology Providers – Financial Planning award for our AI-Driven Innovation at last night’s @wealth_mgmt Industry Awards in New York! 🎉 This recognition is an incredible honour as we continue to make waves in the industry! #Wealthies

Conquest’s CPO, Ken Lotocki, will be doing a demo of Conquest on Sept 9th at the first ever @FutureProof_HQ Canadian Tech Demo Drop! 🍁 Don’t miss the chance to see Conquest in action at the Q Wealth Canadian Lounge Patio #FutureProofFestival

An important part of any client meeting is simplifying complexity. By turning detailed financial data into easy-to-understand visuals, it helps clients gain confidence in their financial outlook. Erika Kubik shares how integrating Conquest has contributed to her firm's success.

We’re honoured to share that Conquest has been nominated for two @wealth_mgmt Industry Awards! 🎉 On Sept 4th, our team will (finally) dress up and head to New York for this year’s #Wealthies awards ceremony. We can’t wait to celebrate with other innovators in Wealth Management!

Paulo Songane shares how Conquest has helped fuel his business growth. By reducing the time between data entry to planning outcomes, Paulo has increased his planning capacity while engaging in more meaningful conversations with his clients.

Our President & CEO, Mark Evans, will be joining Paul Card, CEO of Manitoba Innovates, for a fireside chat at this week’s Tech Thursday at the King’s Head Pub in Winnipeg. We’re proud to support and be a part of Winnipeg’s tech community as it continues to grow and thrive.

BNY Pershing and @ConquestPlanInc are redefining financial advice accessibility. In this @RIAChannel interview, Noam Tasch and Ken Lotocki discuss how embracing a hybrid model that blends #AI insights with human expertise can help deliver personalized, efficient strategies for a

Just a few weeks away until @FutureProof_HQ Festival!☀ Don’t forget to schedule a meeting with Ken, Stacie, Tom, Sal, Brad, or Sean before the booking deadline to learn all about Conquest and our world-class financial planning platform. #FutureProofFestival #ConquestPlanning

Once seen primarily as investment experts, today’s advisors are evolving into something more personal: holistic life planners who help clients navigate every aspect of their financial future. Ken Lotocki writes for @wealth_mgmt about this transformation: https://t.co/tbpsi0SbRR

We’re excited to share that we’ll be back at @FutureProof_HQ from Sept 7-10! Be sure to book a meeting with Ken, Stacie, Tom, Sal, Brad, or Sean to learn about Conquest, our growth within the U.S., and how our platform is revolutionizing financial planning. #FutureProofFestival

Having SAM as a personal assistant in the financial planning process can help you sort through strategies and uncover options you might not have considered on your own. Erika Kubik of Affirm LLP shares how SAM has supported her when building plans for her clients.

At @Wealth__Edge, Ken Lotocki sat down with Shannon Rosic, Director of Content & Solutions at Informa, to talk about Conquest’s rapid growth and innovation in the financial planning sector. Full interview below⬇️ https://t.co/WBfqDvP7Yc

“It’s the planning assistant you never thought you needed until you’ve experienced its impact”. Paulo Songane of True North Retirement Counsel shares his thoughts on SAM and how our AI planning assistant has helped make an impact within his practice. https://t.co/FRffBixzno

In @IE_Canada's latest Tech Roundup, Jonathan Got speaks with Gayle Ramsay, Head of Everyday Banking, Segment & Customer Growth at @BMO, about our recent partnership. We’re proud to partner with BMO and their My Financial Progress digital self serve portal https://t.co/JheOXSIPN7

ICYMI, last week Mark Evans joined Josh Brown on The Unlock’s Talking Wealth to discuss Conquest’s recent growth, our expansion into the U.S., and how our platform helps advisors scale their advice delivery. Full episode: https://t.co/pEgvQEbnlL #FinancialPlanning

💵 Nearly half of Americans believe it's unrealistic to expect to retire at 65 years old, yet only 35% have a financial plan. Top Innovator Stacie Calder of @ConquestPlanInc, explores how #AI and other tech are revolutionizing #financialadvice. Read here:

Lena Keshysheva of Sapling Financial Planning and Wellness shares how SAM has positively impacted her practice and how it supports her in working with clients.