RBC and Conquest Planning provide clients and financial advisors with a next-generation financial planning platform

Financial Planners

RBC is Conquest Planning Inc. (“Conquest”), a technology platform transforming financial planning by providing personalized and convenient advice through enhanced digital capabilities and financial planning services delivery to Canadians. entered into a strategic partnership with

“The Conquest platform helps us deliver world-class digital planning experiences to our clients.” Michael Walker, RBC

As part of RBC’s continued investment in next-generation digital capabilities to enhance the client experience, RBC is implementing intuitive and collaborative solutions developed by Conquest. The Conquest platform uses powerful artificial intelligence to identify effective financial strategies for clients.

A key benefit for RBC clients: Conquest’s software also provides a portal. This gives clients future access to engaging and personalized financial plans that reflect the real-time impact of changes to their financials. photograph. RBC will use this solution alongside RBC’s own MyAdvisor digital advice platform to complement the advice currently offered by financial advisors.

said Michael Walker, Vice President and Head of Mutual Fund Distribution & RBC Financial Planning. “In conjunction with MyAdvisor, the Conquest platform will deliver world-class digital advice and planning his experience to help our clients reach their financial goals, no matter how complex their personal and family financial needs are. will help.”

Conquest CEO Mark Evans said the strategic partnership highlights the innovation happening in the financial services industry and RBC’s leadership role in this space. “We are aligned with RBC’s purpose-driven, principle-driven approach to deliver leading performance and create value across our customer base. The future of financial advice delivery is enhanced and we cannot be proud of this new collaboration.”

About RBC

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-driven approach to achieving superior performance. Our success comes from enabling our more than 97,000 employees to use their imagination and insight to bring our vision, values ​​and strategies to life, helping our clients thrive and our communities thriving. Canada’s largest bank and one of the world’s largest banks by market capitalization, with a diversified business model focused on innovation, serving 17 million customers in Canada, the United States and 27 other countries We provide a unique experience. For more information, please visit rbc.com.

We are proud to support a wide range of community initiatives through donations, community investments and employee volunteerism. See how at rbc.com/community-social-impact.

Conquest plan

Conquest Planning is Canada’s leading financial planning software company with a purpose-driven approach to providing financial advice. Product-driven companies are built on the fundamental belief that everyone has the right to access good financial advice. Conquest Planning users leverage intuitively designed products, a simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed and highly personalized financial plans. Founded in 2018, Conquest Planning was founded by a team of financial technology veterans with over 30 years of experience in the financial planning software space. For more information, follow Conquest on Twitter, LinkedIn, and Facebook.


MyAdvisor is RBC’s online platform that allows you to view your financial information, including visual representations (charts and graphs) of your retirement readiness, net worth, cash flow, financial goal tracking, and more. You can also see how changing your current approach will impact your savings and goals. The MyAdvisor platform allows you to book an appointment with an RBC Advisor, meet with one via video chat or phone to open a new account, including an investment account, or get advice on how to reach your financial goals. You can also

RBC Financial Planning is the trade name used by Royal Mutual Funds Inc. (RMFI). Financial planning services and investment advice are provided by Royal Mutual Funds Inc. (RMFI). Investment advice provided by RMFI may be provided through the MyAdvisor platform. RMFI, RBC Global Asset Management Inc., Royal Bank of Canada, Royal Trust Corporation of Canada and The Royal Trust Company are separate and related business entities. RMFI is licensed as a financial services company in Quebec.

For more information, please contact media

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Will Ruben, StreetCred PR, 847-208-8289, Jason Lahita, StreetCred PR, jason@streetcredpr.com, 973-460-7837

(C) 2023 Electronic News Publishing, source ENP Newswire

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