Fidelity Adviser Solutions and technology platform Conquest Planning have completed the first integration of Conquest’s financial planning software for 2plan wealth management.
The software has been directly integrated with 2plan wealth management’s back office system.
Conquest said the technology will enable the firm to improve the process behind the development and comparison of financial plans, with advisers able to illustrate the impact of different scenarios and decisions on clients’ goals.
Removing the need to re-key data also improves the efficiency around the transfer of information between systems, the group said.
Following its partnership with Conquest, Fidelity Adviser Solutions is the exclusive distributor of Conquest Planning to the UK independent advice market.
Jackie Boylan, head of Fidelity Solutions, said: “Partnering with Conquest has allowed us to provide a capability which supports our clients in developing financial plans as consistently and efficiently as possible, in turn helping them to demonstrate the value of advice and deliver the best outcomes for their own clients.”
Chris Smallwood, CEO of 2plan wealth management, commented: “Conquest Planning offers a new way of approaching financial planning, creating different opportunities for our advisers to engage clients and demonstrate the value of financial advice. Integrating the software within our own systems allows for the immediate transfer of data, helping with the development of financial plans quickly and efficiently.”
