Conquest Planning is a WealthTech100 Company
April 13, 2026
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For the second consecutive year, Conquest has been named to the FinTech Global WealthTech100 list.
For the second consecutive year, Conquest has been named to the FinTech Global WealthTech100 list.
AI has quickly become what some might say is an overused label in financial technology. Yet behind the marketing noise, there’s meaningful progress taking place that is reshaping investment accounting.
This article looks at how rising expectations are reshaping investor experience, why onboarding is now a competitive differentiator, and how firms can rethink their operating models in an era of global financial crime.
Financial crime is going global — and so is the regulatory response.
In our latest “State of the Art” podcast, host Pierre-Yves Rahari speaks with regulatory expert Giles Swan about how technology, cross-border collaboration, and Europe’s new AMLA framework are reshaping the fight against financial crime.
Jacobi Strategies (Jacobi), a global leader in investment technology, today announced the launch of its AI-Assisted Coding Resources, a powerful new suite of tools designed to help investment teams rapidly build, standardize, and scale bespoke analytics and applications within their secure, private Jacobi environment.
Tokenovate, a UK-based fintech delivering post-trade lifecycle automation and digital settlement solutions, is participating in the Bank of England’s Synchronisation Lab.
The collaboration will embed quality and consistency into the way AI marketing skills and capabilities are developed, enabling companies to improve ROI from learning and marketing while strengthening the career resilience of Australia’s marketing professionals.
Over 300 institutions have successfully leveraged Trendrating’s wide performance dispersion across stocks, guided by our timely alerts, as illustrated in the accompanying charts.
Technology is the real driver here. The FCA highlights how digital platforms, especially those powered by AI, can scale guidance quickly and cost-effectively. In short, better understanding leads to better choices.
“Our biggest bet is on financial planning being the core of our value proposition,” said Scott Sullivan, Principal, Canadian Business Segment Leader at Edward Jones.
Are we really keeping up with the key trends in the investment management industry? Costs are increasing, and there are significant changes to innovation in tech and regulations. It is shown that corporate onboarding can still be very challenging compared to individual account opening, like a bank account in the retail sector.
Tokenovate launches the Novat, a programmable, settlement protocol for tokenised assets designed to unlock liquidity, reduce systemic risk, and streamline post-trade operations across capital markets.
