AI-based tools for financial advisors can automatically integrate their client’s objectives, priorities, and risk tolerances, saving significant time for planners while providing more personalized advice for people, too. Fidelity International Strategic Ventures, BNY Mellon, and RBC all contributed to the $24 million CAD funding round of Conquest Planning, a tech platform that aims to modernize […]
Tag: Fidelity
The evolution of Fidelity’s relationship with Shoobx – from partner to parent company – highlights how fintech partnerships can be a good testing ground for deeper connection. Fidelity and Shoobx just took their relationship to the next level. Fidelity Investments and the equity management firm first began partnering in 2021 to provide financial tools to […]