Fidelity launches financial planning software underpinned by AI

‘Innovative approach to financial planning’

Ayesha Venkataraman
clock • 1 min read

Fidelity International has partnered with Conquest, a Canadian fintech company, as the exclusive distributor of its new financial planning software to the UK advice market.

The software, Conquest Planning, will support advisers with goals-based financial planning through data analysis using data and artificial intelligence (AI) for greater insight into clients' changing circumstances, Fidelity said. The business said the software's technology processed data in a variety of ways, allowing it to quickly build and compare different plans while also offering a digital assistant (strategic advice manager - SAM) to support the advice process. It said it would do this through creating client "profiles", analysing plan data, and real-time scenario planning to provi...

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