Fidelity launches financial planning software underpinned by AI

‘Innovative approach to financial planning’

clock • 1 min read
Fidelity launches financial planning software underpinned by AI

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' changi...

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