The latest technology news in the wealth management sector in North America.

Conquest Planning, PWL Capital
Conquest Planning, a tech platform for financial planning, is partnering with PWL Capital, a firm managing $5 billion in assets.

PWL is embedding Conquest’s tools into its proprietary technology, Conquest and PWL said in a statement this week.

“It is always a priority to introduce tools within our day-to-day workflow that will set PWL’s advisors up for success,” Phil Casarotto, chief operating officer at PWL, said.

Conquest’s Strategic Advice Manager (SAM), which is powered by A1, will support PWL in delivering financial planning.

The planning tool generates personalized plans which can evolve in real-time to meet individuals' needs by modeling financial scenarios. SAM enables advisors to present clients with potential outcomes based upon various strategies.

Established in 2018, Conquest Planning was founded by a team of financial technology veterans. 

PWL Capital was founded in 1996 in Montreal, Canada.