Fidelity Adviser Solutions is distributing integration of Canadian financial planning software Conquest Planning to a Leeds advice firm in a UK first integration.
Fidelity will distribute the technology in what is Conquest's first integration of financial planning software for Leeds-based 2plan wealth management. Advisers from 2plan wealth management will be able to utilise a range of the software's features when supporting their clients. It has been designed to improve the process behind the development and comparison of financial plans. With the new technology, advisers will not have to manually re-key data as the information is transferred between systems. Head of Fidelity Adviser Solutions Jackie Boylan said: "Partnering with Conquest ha...
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