Expansion of financial advice platform marks first phase of launch under previously inked partnership
Guardian Capital Group Limited has announced the debut of Conquest Planning's industry-leading financial planning solution at its subsidiary Worldsource Wealth Management.
The announcement is in line with Guardian’s announced partnership with Conquest in December 2021 to bring AI-powered solutions to its wealth management business.
The launch of the platform at Worldsource, which is currently in its initial phase, is set to last through 2022.
Financial guidance makes 73% of Canadians feel more optimistic about their financial future. Conquest Planning's flexible, data-driven technology assists advisors in supporting that need for advice by boosting their capacity to deliver highly tailored plans that address their clients' overall financial well-being.
“Leveraging this innovative tool is one more way we’re empowering advisors to work more effectively with clients to find the best strategy to meet their financial goals,” Doce Tomic, President and Chairman, Worldsource, said in a statement. “We believe in the value this platform brings, and are proud to offer it as a dealer and to be the first Managing General Agency (MGA) to sign a partnership agreement with Conquest.”
SAM (strategic advice manager), Conquest's digital assistant, allows advisors to use data to design and prioritize strategies in real time with their clients, strengthening the collaborative relationship and improving financial literacy.
“The advice delivery landscape in financial services is evolving across the globe. Advisors are expecting tools and platforms to make their jobs easier and more efficient, and clients are expecting higher levels of personalization,” said Mark Evans, CEO of Conquest Planning. “It’s exciting to partner with innovative firms looking to chart the path forward, and we are delighted about our partnership with Worldsource.”
The software helps advisors construct better financial plans faster by simplifying and streamlining the advisory process. It empowers clients to generate customized plans faster and more efficiently than ever before using AI and an open API. This allows the adviser to focus on their clients instead of planning.
“Innovation is the future of the financial industry,” Tomic said, “This is just one of the opportunities we’ve been excited to roll out as part of a larger strategy to support our advisors and their clients. As wealth management continues to evolve quickly, we’re proud to lead the way by partnering with forward-thinking partners like Conquest.”
