Conquest Planning Inc., and Flinks publicly announced the formation of a strategic partnership to provide financial planning firms and their advisors with an industry-leading integrated aggregation solution. Working together, the two companies will deliver an integrated mix of Conquest’s state-of-the-art financial planning application and Flinks’ best-in-class financial data aggregation & analytics platform.
The financial services industry is eager for ways to modernize client experiences, improve accuracy, and have greater impact on peoples’ lives. This partnership will enable the required connection points to deliver on that objective. The ability to securely aggregate clients’ existing positions and cash flow information directly into their financial plan, will deepen the accuracy and impact of plans delivered via firms who have chosen Conquest as their financial planning engine. Flinks’ industry-leading security and expertise in open finance solutions, with the ability to connect to virtually all banking institutions and over 75 investment platforms in Canada alone, makes it a great partner of choice for Conquest.
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Both Flinks and Conquest are passionate about transforming the financial services space. Their teams have extensive technology and integration experience. Flinks has been incredibly successful to date with enabling financial businesses of all sizes and sectors of activities, including major institutions, integrate financial data aggregation and analytics. Meanwhile, the Conquest application was built by the experts who originally founded Emerging Information Systems Inc. (EISI). EISI developed the NaviPlan platform that previously grew to be one of the leading platforms for planning in North America. Coming back into the space in 2018, Conquest has reimagined the client-advisor experience, and developed an innovative platform that allows for true digital co-planning.
Yves-Gabriel Leboeuf, Chief Executive Officer of Flinks, said, “Every financial advisor stands to benefit from open finance solutions, but the vast majority of firms simply can’t make the transition on their own at the moment. This partnership removes technical barriers, making it easier than ever to deliver plans based on accurate and up-to-date financial information.”
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Ken Lotocki, Chief Product Officer, Conquest Planning said, “Digitizing and simplifying how financial advice providers gather data from their clients is an important objective for Conquest Planning. This partnership with Flinks and their cutting-edge data aggregation services, provides yet another way to meet this objective.”
