Tech riderRev. 4 Oct 2026

Conquest

Ch 077.2of 34 Financial Planning Software

1Runs onAPI, Web
2Costsfree trial
3Client portalYes

3 lines stated Written from the maker's own pages: conquestplanning.com

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Overview

Conquest is ranked #7 of 34 in financial planning software on Specifiction. It runs on API, Web. There is no free plan. A free trial is offered.

Conquest plans and pricing

All plans

Independent advisors & RIAs Free Waitlist is free; 14-day trial is upcoming; US-based independent advisors and boutique firms, typically teams of 10 or fewer conquestplanning.com · 4 Oct 2026

Enterprise wealth firms Not published Custom quote; pricing scoped to firm needs, not per seat; page lists unlimited plans, seats and advisors conquestplanning.com · 4 Oct 2026

Compared on financial planning software

Free plan: Noconquestplanning.com
Client portal: Yesconquestplanning.com

Facts

Product: Conquest's Strategic Advice Manager (SAM) is a financial advice engine that evaluates and ranks strategies, models life events, and responds to client questions.conquestplanning.com · 4 Oct 2026
Engine: SAM combines a calculation engine and proprietary AI expert system and produces deterministic, repeatable, auditable results.conquestplanning.com · 4 Oct 2026
Planning models: The platform supports self-directed, hybrid, and advisor-led planning through one engine.conquestplanning.com · 4 Oct 2026
Planning scope: Conquest supports retirement, investment, insurance, tax, business succession, estate, corporate, and family trust planning.conquestplanning.com · 4 Oct 2026
Integrations: The independent-advisor offering lists Charles Schwab, TradePMR, held-away account aggregation, Zocks, and Jump as live at launch, with Wealthbox and portfolio reporting on the way.conquestplanning.com · 4 Oct 2026
API: Conquest offers an open two-way API to connect SAM with an existing technology stack or custom-built advisor and client experiences.conquestplanning.com · 4 Oct 2026
AI assistants: The MCP Server connects plan data to assistants including Claude, ChatGPT, and Microsoft Copilot; firms control access and connections are authenticated.conquestplanning.com · 4 Oct 2026
Security: The FAQ lists ISO/IEC 27001:2022, ISO/IEC 27017:2015, ISO 27018:2019, ISO 42001:2023, SOC 2, WCAG, and CSA STAR Level 1, and says data is encrypted in transit and at rest.conquestplanning.com · 4 Oct 2026
Privacy: The privacy policy says safeguards may include security testing, vulnerability scans, passwords, encryption, firewalls, and secure coding frameworks.conquestplanning.com · 4 Oct 2026
Support: Enterprise pricing includes guided implementation, onboarding, data migration, team training, and a named success team with a 24/7 enterprise SLA.conquestplanning.com · 4 Oct 2026
Audience: The self-serve offering is for certified US-based independent advisors and boutique firms, typically teams of 10 or fewer; larger firms are directed to request a tailored demo.conquestplanning.com · 4 Oct 2026
Company scale: Conquest says it serves more than 1,000 firms across Canada, the US, and the UK and has powered more than 2.5 million financial plans.conquestplanning.com · 4 Oct 2026