Fidelity Adviser Solutions and Conquest complete first integration of Conquest Planning within the UK independent advice market
Fidelity Adviser Solutions and technology platform, Conquest Planning Inc., have completed the first integration of Conquest’s financial planning software for 2plan wealth management. Conquest’s software has been integrated directly with 2plan wealth management’s back-office system, enabling its advisers to benefit from a range of the software’s features when supporting their…
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