Raymond James Ltd., the Canadian arm of Raymond James Financial Inc., and Winnipeg-based Conquest Planning Inc. partnered this month to provide Raymond James advisors with access to Conquest’s financial planning and analysis software.
Manulife Wealth also partnered with Conquest to bring the software to the firm’s more than 1,000 advisors, a release said on Tuesday.
Conquest’s platform can help create personalized advice for clients with scenario analysis, goals-based planning and real-time adjustment tools, among other features.
Earlier this year, Conquest updated its artificial intelligence–powered strategic advice manager (SAM) to enable voice queries. Advisors can use SAM to gauge the potential impact of each financial decision on a client’s goals and financial plan.
Victoria firm adopts d1g1t
Burkett Asset Management Ltd. in Victoria, B.C., adopted d1g1t’s wealth management platform for back-office operations, as well as client experience, a release said last week.
D1g1t’s features include performance reporting, client portal access, portfolio management and billing.