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

Financial Planners

Provide individualized advice to help clients achieve their financial goals

Help create financial plans that reflect the impact of changes in real time
to the client’s financial situation

Complements RBC’s proprietary MyAdvisor* digital advice platform

Toronto, April 21, 2023 /CNW/ – RBC is part of Conquest Planning Inc., a technology platform transforming financial planning by providing customized and convenient advice through enhanced digital capabilities and financial planning services to Canadians. (“Conquest”) has entered into a strategic partnership.

RBC Logo (CNW Group/RBC Royal Bank)

RBC Logo (CNW Group/RBC Royal Bank)

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.

Key Benefits for RBC Clients: Conquest’s software also provides a portal that will enable clients to access attractive, personalized financial plans that are ‘always on’ in the future. photograph. RBC will use this solution alongside RBC’s own MyAdvisor digital advice platform to complement the advice currently offered by financial advisors.

“We are excited to bring this next-generation financial planning capability to financial planners and clients. Michael Walker, Vice President and Head of Mutual Fund Distribution and RBC Financial Planning. “Together with MyAdvisor, the Conquest platform helps deliver world-class digital advice and planning experiences to help our clients reach their financial goals, no matter how complex their personal and family financial needs are. increase.”

Mark Evans, Conquest’s CEO, said the strategic partnership highlights the innovation happening in the financial services industry and RBC’s leadership role in the space. “We align 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 couldn’t be more 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.As Canada’s The largest bank and one of the largest banks in the world based on market capitalization, the bank has a diversified business model with a strong focus on innovation, delivering an outstanding experience to its 17 million customers . Canada, the United States and 27 other countries. 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 plan Canada’s A 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.

* Disclaimer:

My Advisor is RBC’s online platform that allows you to view 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 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 CanadaThe Royal Trust Corporation Canada and The Royal Trust Company are related and separate business entities. RMFI is licensed as a financial services company in the state. Quebec.

Source RBC Royal Bank



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