Private Banker International on MSN12d
CI Wealth adopts Conquest’s AI financial planning platformCI Financial wealth co-head and executive vice-president Chris Enright said: “Our partnership with Conquest affirms this ...
With Conquest’s technology, advisors at CI Assante, CIPW and Aligned Capital Partners can build sophisticated, personalized ...
which includes CI Assante Wealth Management, Aligned Capital Partners, CI Assante Private Client, CI Private Wealth, Northwood Family Office, CI Coriel Capital, CI Direct Investing, CI Direct ...
the company operates through CI Assante Wealth Management, Aligned Capital Partners, CI Private Wealth, as well as a growing group of acquired U.S.-based advisors, providing financial advice ...
Through this collaboration, advisors at CI Assante Wealth Management ("Assante"), CI Private Wealth ("CIPW") and Aligned Capital Partners will gain access to Conquest’s artificial intelligence ...
which includes CI Assante Wealth Management, Aligned Capital Partners, CI Assante Private Client, CI Private Wealth, Northwood Family Office, CI Coriel Capital, CI Direct Investing, CI Direct ...
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