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CI Wealth Partners with Conquest to Provide Advisors with AI-Powered Financial Planning Software

Mar 06, 2025 - financialpost.com
Conquest Planning Inc. has announced a strategic partnership with CI Wealth, the Canadian wealth management division of CI Financial, to provide AI-powered financial planning software to advisors at CI Assante Wealth Management, CI Private Wealth, and Aligned Capital Partners. This collaboration will enable advisors to create sophisticated, personalized financial plans that complement their investment strategies. The platform, known as Strategic Advice Manager (SAM), uses AI to model various financial scenarios, offering optimized strategies that balance immediate needs with long-term objectives. This allows advisors to focus more on client interaction and strategic discussions.

The partnership aims to enhance the efficiency, consistency, and accuracy of financial planning across CI Wealth's network, ultimately providing more personalized guidance to Canadian families and business owners. Conquest's platform includes features like SAM Insights, which helps advisors identify gaps and opportunities, and the "Ask SAM" feature for quick access to insights and strategies. CI Wealth plans to expand the adoption of Conquest’s solutions, reinforcing its commitment to leveraging emerging technologies to deliver effective wealth planning solutions.

Key takeaways:

  • CI Wealth has partnered with Conquest Planning to provide advisors with AI-powered financial planning software.
  • The partnership aims to enhance personalized financial plans and improve client interaction by using Conquest's Strategic Advice Manager (SAM).
  • Conquest's platform offers features like SAM Insights and "Ask SAM" to provide real-time updates and insights for financial planning.
  • CI Financial's collaboration with Conquest is part of a broader strategy to leverage technology for delivering efficient and personalized wealth management solutions.
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