Two financial planning software programs offer new tools [Investment Executive - News]
Primerica, Inc. (PRI)
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Source: Investment Executive - News
metamorworks/iStock Jonathan Got Conquest rolls out four new features Winnipeg-based financial planning and analysis software Conquest Planning announced four new features for its April updates: large language model data migration, verbal natural language processing, external AI connections and guided planning. Large language model data migration can import unstructured data from text documents and spreadsheets into Conquest, reducing manual data entry and letting advisors transition from other software to Conquest easily. Conquest made its planning engine available via a model context protocol server to let external AI agents interact with the software. It “eliminates” the risk of hallucinations as the external AI can get planning data directly from the source, the company said. Advisors can speak to Conquest's AI with natural language questions about plan reporting, strategy, navigation and more. This feature will expand to client access and plan editing in the future.
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News
- Primerica Household Budget Index™ Data: Purchasing Power for Middle-Income Americans Remained Flat in FebruaryBusiness Wire
- Primerica (PRI) had its "market perform" rating reaffirmed by Keefe, Bruyette & Woods. They now have a $290.00 price target on the stock.MarketBeat
- Morgan Stanley Lowers its Price Target on Primerica, Inc. (PRI) to $285 and Maintains an Equal Weight Rating [Yahoo! Finance]Yahoo! Finance
- Primerica (PRI) had its price target lowered by Morgan Stanley from $292.00 to $285.00. They now have an "equal weight" rating on the stock.MarketBeat
- AM Best Affirms Credit Ratings of Primerica, Inc. and Its Subsidiaries [Yahoo! Finance]Yahoo! Finance
PRI
Earnings
- 2/11/26 - Beat
PRI
Sec Filings
- 4/2/26 - Form ARS
- 4/2/26 - Form DEFA14A
- 4/2/26 - Form DEF
- PRI's page on the SEC website