CI Wealth Partners with Conquest for AI Financial Planning

Mar 7, 2025
CI Wealth has partnered with Conquest to provide its advisors with AI-powered financial planning software, enhancing personalized client strategies.

CI Wealth has partnered with Conquest to offer its advisors AI-powered financial planning software, announced in a press release. This collaboration allows advisors at CI Assante Wealth Management, CI Private Wealth, and Aligned Capital Partners to access Conquest's platform, which uses AI to create personalized financial plans.

The platform's Strategic Advice Manager (SAM) leverages AI to model various financial scenarios, helping advisors present clients with potential outcomes and optimized strategies. This tool aims to enhance efficiency by handling complex calculations and data analysis, allowing advisors to focus more on client interaction.

Effective immediately, all Assante advisors can use Conquest's platform, which includes an advisor-led offering for direct client engagement and a solution for the Assante Wealth Planning Group. Over time, CI Wealth plans to expand the use of Conquest's solutions across its network, aiming to improve efficiency and deliver more personalized guidance to Canadian families and business owners.

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