Croesus and Conquest Planning enter into a strategic partnership agreement
Agreement will enable investment advisors to develop cutting-edge financial plans tailored to clients’ needs
LAVAL, QC, June 9, 2021 / CNW Telbec / – Croesus, a pioneer and Canadian leader in portfolio management solutions, and Conquest Planning, a FinTech company developing an innovative and cutting-edge financial planning solution, have entered into a strategic partnership agreement to bring their respective solutions to the investment advisers and wealth management professionals. Croesus users will be able to access the Conquest solution through an application programming interface (API) to create personalized financial plans for their clients based on data residing in Croesus.
“This agreement is part of the Croesus Platform as a Service [PaaS] strategy in which we will continue to provide innovative solutions to heritage professionals, whether built in-house or provided through strategic partnerships. The Conquest Planning solution will help meet the demand of our users and end customers for tailor-made financial planning using powerful technologies such as machine learning, ”said Sylvain simpson, president of Croesus.
“Conquest Planning’s mission is to deliver more financial plans globally. This partnership with Croesus fuels this mission by enabling more advisors to develop best-in-class financial plans for their clients. Connecting to the Croesus back office, feeding data into the financial plan, means better experiences for financial advisors and their clients. We are excited to form this partnership to deepen our way of serving the market, ”said Dr. Mark Evans, Founder and CEO of Conquest Planning.
A recent study (Canadian Financial Capability Survey, 2019) by the Financial Consumer Agency of Canada (FCAC) showed that 67% of financial information requests by Canadians in the past 12 months were for general financial planning advice or more specialized financial planning information and solutions. The joint capacity of Croesus and Conquest will facilitate the work of investment advisers and allow them to better meet the needs of their clients in terms of financial planning and the complex issues surrounding its production.
Founded in 1987, Croesus is a Canadian WealthTech providing cutting edge, easy to use and highly secure wealth management solutions. A leader in the sector with more than 180 employees in Montreal and Toronto, Croesus solutions include a portfolio management system, centralized rebalancing, application programming interfaces (APIs) and data analytics, which enable wealth management professionals to make informed decisions and optimize performance. The platform is designed for interconnectivity and third-party integrations to deliver a best-in-class user experience and meet regulatory requirements of the investment process. Croesus has won several industry awards and accolades as a supplier of high quality products and an outstanding employer.
About conquest planning
Conquest Planning Inc. (2018 est.) Offers personalized and prioritized financial planning strategies that will help financial advisors and their clients see what opportunities exist for their financial future. They believe that a goal-oriented approach to financial literacy, delivered through a human-centered digital experience, will increase the number of people who benefit from financial counseling. Available in Canada and in the UK, Conquest was founded by a team of financial planning and technology experts. To learn more, visit www.conquestplanning.com and follow us on LinkedIn.
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