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...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
