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 , 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.