Pershing X and Conquest Planning Collaborate to Increase Financial Planning Efficiency

NEW YORK, October 6, 2022 /PRNewswire/ — Pershing X, Technology Provider and New Business Unit of BNY Mellon | Pershing and Conquest Planning (Conquest), a financial planning technology start-up, announced that they will work together to integrate Conquest’s financial planning application into the Pershing X platform. Advisors will benefit from a personalized experience , through a combination of artificial intelligence (AI), powerful analytics, and real-time customer collaboration.

BNY Mellon has taken a stake in Conquest, reinforcing our commitment to customer service and innovation. The Conquest solution will go live on the Pershing X platform in 2023. The integrated offerings will give advisors a strategic approach to financial planning, combining both goal-based and cash-flow planning. The app can also help build a financial plan tailored to the client’s profile, preferences and financial goals.

“Today’s advisors are data-driven but time-starved,” said Ainslie SimmondsPresident, Pershing X. “Our collaboration with Conquest will give advisors the most valuable asset of all – time – and the freedom to devote more of it to clients.”

“Everyone’s investment journey is unique, so the flexibility to adapt to change is key to achieving valuable financial results,” said Dr. Mark Evans, President and CEO of Conquest Planning. “Our collaboration with Pershing X demonstrates how the combined power of human connection and technology can provide greater access to financial advice for everyone.”

“Working with Conquest is a strategic step in our journey to help advisors improve their efficiency and effectiveness in financial planning. We are committed to our clients first, and this collaboration will help us market the Pershing X platform to of the broader community of advisors.” said Jim Crowley, CEO, BNY Mellon | Pershing.

About Pershing X

Pershing X is BNY Mellon | Pershing’s startup business unit focused on delivering the most interoperable, data-driven suite of advisory tools in the wealth management industry. Integrated with several leading custodians, Pershing X technology creates an intuitive and effortless experience. This allows wealth management professionals to focus their time on advisory activities, not technology, to maximize efficiency and optimize each client’s experience. Additional information is available at

About the conquest

Conquest has reinvented the delivery of financial advice with a goal-oriented approach to solving people’s financial goals. The company is founded on the fundamental belief that every person deserves access to excellent financial advice in the way that best suits them; digital, hybrid or traditional. Conquest Planning users leverage the intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery and completion of beautifully designed, hyper-personalized financial plans. Founded in 2018, Conquest Planning was founded by a team of FinTech veterans with a track record of success spanning over 30 years in financial planning software. Additional information is available on

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