Technology
Conquest Planning, Canada's CI Wealth Ink Partnership
The AI-powered platform will be available to advisors at CI Assante Wealth Management, CI Private Wealth and Aligned Capital Partners.
Conquest Planning
Conquest
Planning, a financial planning tech platform founded in 2018,
has partnered with Canada’s CI Wealth, part of
Toronto-headquartered CI Financial.
Advisors at CI Assante Wealth Management, CI Private Wealth and Aligned Capital Partners will gain access to Conquest’s AI-powered platform.
Conquest’s Strategic Advice Manager (SAM) uses AI to enhance personalized financial plans that evolve with clients' needs in real time. Assante advisors can use the platform immediately. Over time, CI Wealth will expand the adoption of Conquest’s solutions across its network.
“Leveraging emerging technologies is key to addressing client needs and delivering results,” Sean Etherington, executive vice-president and co-head of wealth for CI Financial and president of Assante and CIPW, said.
Conquest has recently introduced updates to enhance plan quality and provide deeper insights. Key features like SAM Insights help advisors identify gaps, opportunities and risks, offering proactive recommendations to stay on track, Conquest said.
CI Financial operates in the US, Canada and Australia. Its Canadian group operates as CI Wealth; in the US, this business goes under the brand of Corient Private Wealth.
