Croesus partners with Conquest to offer financial planning capabilities

Users will have the ability to build customized financial plans for their clients based on the data residing in Croesus.

INVESTMENT | June 10 2021 02:56PM
Canada Life to roll out AI-powered client plans and processes

The insurer plans to begin rolling out the application to some advisor groups in the summer of 2021.

LIFE INSURANCE | April 16 2021 10:12AM
Conquest Planning raises $3 million in seed funding

Conquest Planning Inc., a fintech offering a financial planning solution, announced that it has raised $3-million in see…

INVESTMENT | February 19 2020 12:29PM