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Conquest Planning connects to Milemarker to sync AI-powered financial plans, client goals, and strategy recommendations for advisors using Conquest as their planning system. Daily syncs keep portfolio and plan data aligned.
Overview.
Conquest Planning connects to Milemarker to sync AI-powered financial plans, client goals, and strategy recommendations for advisors using Conquest as their planning system. Daily syncs keep portfolio and plan data aligned.
How it works.
Real-time data sync via a secure API connection. Data synced includes: Contacts, Financial Plans, Goals, Strategies.
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