Conquest Planning

“Every client can go through roughly 65 life transitions, all of which will inform the process of adding and removing goals in a financial plan. One thing that’s helping to facilitate IPC advisors’ capability to explore different scenarios is IPC’s digital financial-planning platform created in partnership with Conquest Planning.”

“We didn't set out to make financial planning faster. We set out to make it repeatable and verifiable, so institutions could scale advice delivery across every segment, every life stage, and every channel.”

“« Les familles de nos clients viennent nous voir avec un large éventail de besoins, y compris la gestion de placements, la relève d'entreprise, la planification fiscale et successorale, les fiducies familiales, la philanthropie et plus encore. Conquest apporte des capacités numériques interactives de nouvelle génération qui complètent parfaitement notre approche hautement personnelle et personnalisée pour répondre à ces besoins. »”

“Our client families come to us with a broad range of needs, including investment management, business succession, tax and estate planning, family trusts, philanthropy and more. Conquest brings next-generation interactive digital capabilities which perfectly complement our highly personal, customized approach to meeting these needs.”

“« Conquest Planning est l'un des logiciels de planification les plus récents, les plus efficaces et les plus intégrés disponibles sur le marché. Il intègre l'IA et nous permet de réaliser des plans plus précis, plus solides et correctement intégrés pour nos clients. Pour leur vie d'entreprise et personnelle. »”

“Conquest Planning is one of the newest, most effective and integrated planning software programs available on the market. It incorporates AI and allows us to complete more accurate, more sound, and properly integrated plans for our clients. For both, their Corporate and Personal lives.”

“This new tool will allow us to respond to Clients' evolving needs proactively and faster than ever, while still offering the unmatched expertise of our employees and advisors. Conquest's digital tool will help us stay connected to our Clients across all our wealth and insurance offerings, enabling us to develop a comprehensive profile to fit their individual needs. We are excited to offer this innovative service to Clients and know it will have a real and lasting impact on their financial security.”

“Historically you'd sit down with the family, ask them a bunch of questions, go back to your office and plug it all in. Then you’d print out, to go back and see the family. I mean, it's a very kind of a heavy and burdensome process. Conquest is a system that dynamically adjusts the plan, you could adjust the plan with the families you work with, or the families on their own can adjust the plans themselves. It's a really great tool to have interactions with your families and have a real sense of what they really need, and so I'm very excited about Conquest.”

“"Ce nouvel outil nous permettra de répondre aux besoins évolutifs des clients de manière proactive et plus rapide que jamais, tout en offrant l'expertise inégalée de nos employés et conseillers. L'outil numérique de Conquest nous aidera à rester connectés à nos clients à travers toutes nos offres de gestion de patrimoine et d'assurance, nous permettant de développer un profil complet pour répondre à leurs besoins individuels. Nous sommes ravis d'offrir ce service innovant aux clients et savons qu'il aura un impact réel et durable sur leur sécurité financière. »”

“Every client can go through roughly 65 life transitions, all of which will inform the process of adding and removing goals in a financial plan. One thing that’s helping to facilitate IPC advisers’ capability to explore different scenarios is IPC’s digital financial-planning platform created in partnership with Conquest Planning.”

“This new tool will allow us to respond to Clients' evolving needs proactively and faster than ever, while still offering the unmatched expertise of our employees and advisers. Conquest's digital tool will help us stay connected to our Clients across all our wealth and insurance offerings, enabling us to develop a comprehensive profile to fit their individual needs. We are excited to offer this innovative service to Clients and know it will have a real and lasting impact on their financial security.”