Tag : financial planning platform

Conquest Planning Previews Next Chapter of Compliance-First AI Innovation
Artificial Intelligence Finance News

Conquest Planning Previews Next Chapter of Compliance-First AI Innovation

Business Wire
by Business Wire0
Company unveils new AI capabilities designed to augment advisor productivity, streamline data workflows, and enable ecosystem integrations — without sacrificing auditability Conquest Planning Inc. (“Conquest”), the financial planning platform powering advice delivery across the full wealth spectrum, announced its next generation of AI-powered capabilities coming in April 2026. These new......
proxima360
Finance Fintech News

Proxima360 Supercharges Algo Retailing With Adivino Upgrades

Fintech News Desk
by Fintech News Desk0
Adivino gives retailers an edge with the power of data and AI-driven forecasting   Proxima360, leading consultants and developers of innovative technology for retail operations, announced that its AI-powered financial planning platform Adivino has been enhanced with new features that enable retailers to more easily deploy cash-flow forecasting, sales forecasting and......
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