Conquest Planning Partners with PWL Capital to Increase Access to Hyper-Personalized Financial Planning Throughout Canada

PWL’s deep integration with Conquest enables its advisors to deliver more bespoke, data-driven advice

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a partnership with PWL Capital (“PWL”), a planning-focused wealth management firm managing $5 billion in assets for more than 2,300 client families.

PWL has a proven history of adopting innovative digital solutions to enhance its services. For example, the firm was the first to integrate more than 4 million data points to forecast different sequences of market returns. By incorporating Conquest’s advanced tools into its existing proprietary technology, PWL is further enhancing its ability to deliver truly personalized financial plans tailored to each client’s specific needs.

“It is always a priority to introduce tools within our day-to-day workflow that will set PWL’s advisors up for success,” said Phil Casarotto, Chief Operating Officer at PWL. “As an organization that takes a data-driven approach to decision-making, collaborating with Conquest was a natural choice because its platform combines advanced analytics with financial best practices and client goals to deliver tailored recommendations. By pairing our advisors' strong client relationships with innovative, insight-powered technology, we're enhancing our ability to serve clients effectively while maintaining the personal touch they value.”

Conquest’s Strategic Advice Manager (SAM) will support PWL in delivering industry-leading financial planning. The AI-powered planning tool generates highly personalized, adaptable financial plans, which can evolve in real-time to meet individuals' changing needs. By modeling a wide range of financial scenarios, SAM enables advisors to present clients with potential outcomes based upon various strategies, facilitating more informed decision-making.

The engine analyzes multiple factors and evaluates trade-offs, providing optimized strategies that balance short-term needs with long-term goals. It simplifies complex calculations and data analysis, allowing advisors to focus more on meaningful client interactions and strategic guidance. With clear explanations behind each recommendation, SAM fosters trust and transparency, strengthening the advisor-client relationship.

"At PWL, we pride ourselves on taking a comprehensive approach to financial planning that instills confidence in our clients about their future," said Benjamin Felix, Chief Investment Officer at PWL. "As our industry evolves with new technology, partnering with Conquest enables us to stay ahead of our clients' needs. Their platform helps us quickly adapt individual plans, integrate planning strategies with their investment portfolios and explore alternative strategies as life circumstances change."

Through a newly introduced feature, SAM Insights, advisors at PWL will also be able to quickly identify planning gaps and opportunities and then provide proactive recommendations to ensure plans remain on track. This allows advisors to optimize strategies like insurance coverage and estate planning. Another new feature, “Ask SAM,” enables natural voice and text interactions for seamless access to key information. These functionalities, along with others, highlight how Conquest’s software will help PWL in their efforts to simplify wealth management and turn clients’ financial goals into achievable outcomes.

“We’re proud to collaborate with partners like PWL Capital, who share our vision of building a brighter financial future for all,” said Brad Joudrie, Chief Revenue Officer at Conquest. “Their support has been instrumental as we’ve expanded access to engaging, intuitive financial planning solutions throughout Canada and beyond. Since our launch in 2021, Conquest has grown exponentially, now serving individuals and families in Canada, the U.S., and the U.K., with curated financial plans for more than 1 million people and five of the top 10 largest banks in North America as customers.”

For more information about Conquest’s intuitive financial planning software solution, please visit conquestplanning.com. Additional context on PWL’s holistic, full-service wealth management offerings can be found at pwlcapital.com.

About Conquest Planning

Conquest Planning is a leading financial planning software company with a purpose-driven approach to delivering financial advice. The product-led company is built on the foundational belief that every single person deserves access to great financial advice. Conquest’s user base, which spans Canada, the U.S. and the U.K., leverage its intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial plans. Established in 2018, Conquest Planning was founded by a team of financial technology veterans whose track record of success spans over 30 years in the financial planning software space. For more information on Conquest, follow us on LinkedIn, X and YouTube, and to contact our team, please visit our website at conquestplanning.com. If you are employed by a company that partners with Conquest and have questions about your access, please contact your corporate office for more details.

About PWL Capital:

Founded in 1996 in Montreal, Canada, PWL is an independent boutique retirement and wealth firm that offers holistic, full-service wealth management expertise to Canadians. For over 25 years, PWL has offered wealth management services, integrated investment management, and financial planning services (tax, retirement and estate strategies) with offices in Ottawa, Montreal, and Toronto. For more information, visit pwlcapital.com.

Portfolio Management and brokerage services are offered by PWL Capital Inc., which is regulated by Canadian Investment Regulatory Organization (CIRO), and is a member of the Canadian Investor Protection Fund (CIPF).

Financial planning and insurance products are offered by PWL Advisors Inc., and is regulated in Ontario by Financial Services Regulatory Authority of Ontario (FSRA) and in Quebec by the Autorité des marchés financiers (AMF). PWL Advisors Inc. is not a member of CIPF.

To learn more, please visit pwlcapital.com.