Skip to content
SPECIFICTION
Get listed

Conquest

conquestplanning.com

Free plan WebAPI
Visit conquestplanning.com
Spec score 8.7 #3 of 31 in Financial Advisor Software

What it is

Conquest is a financial planning platform built around its Strategic Advice Manager (SAM), an engine that evaluates and ranks strategies, models life events, and responds to client questions. SAM combines a calculation engine with a proprietary AI expert system to produce deterministic, repeatable, auditable results. One engine supports self-directed, hybrid, and advisor-led planning across retirement, investment, insurance, tax, business succession, estate, corporate, and family trust needs. The platform includes a client portal, cash-flow modeling, goal planning, scenario analysis, and tax, insurance, and investment planning. An open two-way API can connect SAM to existing technology or custom advisor and client experiences. Its MCP Server connects plan data to assistants such as Claude, ChatGPT, and Microsoft Copilot, with firm-controlled access and authenticated connections. The independent-advisor offering lists Charles Schwab, TradePMR, held-away account aggregation, Zocks, and Jump as live at launch; Wealthbox and portfolio reporting are described as forthcoming. Conquest was founded in 2018 and is headquartered in Winnipeg, Manitoba, Canada. The company 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.

Spec sheet

What it does
Conquest provides financial-planning and advice-delivery software for advisors, broker-dealers, banks, credit unions and other wealth firms.Read 15 Oct 2026 · conquestplanning.com
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.Read 4 Oct 2026 · conquestplanning.com
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.Read 4 Oct 2026 · conquestplanning.com
API
Conquest offers an open two-way API to connect SAM with an existing technology stack or custom-built advisor and client experiences.Read 4 Oct 2026 · conquestplanning.com
Integrations
The independent-advisor launch lists Charles Schwab, TradePMR, held-away account aggregation, Zocks and Jump as live connections, with Wealthbox and portfolio reporting planned.Read 15 Oct 2026 · conquestplanning.com
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.Read 4 Oct 2026 · conquestplanning.com
Privacy
The privacy policy says safeguards may include security testing, vulnerability scans, passwords, encryption, firewalls, and secure coding frameworks.Read 4 Oct 2026 · conquestplanning.com
Support
Enterprise pricing includes guided implementation, onboarding, data migration, team training, and a named success team with a 24/7 enterprise SLA.Read 4 Oct 2026 · conquestplanning.com
Headquarters
Winnipeg, Manitoba, CanadaRead 28 Sep 2026 · conquestplanning.com
Founded
LinkedIn states that Conquest was founded in 2018.Read 15 Oct 2026 · linkedin.com
AI assistants
The MCP Server connects plan data to assistants including Claude, ChatGPT, and Microsoft Copilot; firms control access and connections are authenticated.Read 4 Oct 2026 · conquestplanning.com
API and extensibility
Conquest markets an open API and a headless engine, and its MCP server can provide live plan data to Claude, Copilot and ChatGPT.Read 15 Oct 2026 · conquestplanning.com
Auditability
Each recommendation has an audit trail linking it to the inputs and reasoning that produced it.Read 15 Oct 2026 · conquestplanning.com
Behavioral coaching
The Lydia behavioral-finance agent delivers coaching through SAM Guide.Read 15 Oct 2026 · conquestplanning.com
Client engagement
Discovery & Insights lets prospects enter information through a link before meeting an advisor, and clients can receive real-time updates, tasks and what-if scenarios.Read 15 Oct 2026 · conquestplanning.com
Company identity
LinkedIn lists the maker as Conquest, privately held, with 51–200 employees and headquarters in Winnipeg, Manitoba.Read 15 Oct 2026 · linkedin.com
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.Read 4 Oct 2026 · conquestplanning.com
Core engine
Strategic Advice Manager (SAM) combines a calculation engine with a proprietary AI expert system that evaluates a client’s financial picture and ranks strategies.Read 15 Oct 2026 · conquestplanning.com
Data-training policy
SAM Guide conversations are not stored or used to train models, and the assistant does not search the public internet.Read 15 Oct 2026 · conquestplanning.com
Delivery models
The same engine supports self-directed, hybrid and advisor-led planning experiences.Read 15 Oct 2026 · conquestplanning.com
Deterministic outputs
SAM is described as deterministic rather than generative, producing repeatable results from codified planning rules.Read 15 Oct 2026 · conquestplanning.com
Document intake
Advisors can upload reports, tax returns, statements or handwritten notes to populate a client profile without rekeying information.Read 15 Oct 2026 · conquestplanning.com
Engine
SAM combines a calculation engine and proprietary AI expert system and produces deterministic, repeatable, auditable results.Read 4 Oct 2026 · conquestplanning.com
Funding
The company’s history records a $24 million CAD Series A in 2022 and an $80 million USD Series B in 2025.Read 15 Oct 2026 · conquestplanning.com
Historical advisor pricing
A partner advisor FAQ listed an unlimited package at $2,400 per year or $200 per month, or pay-per-plan pricing of $45 per plan, with annual packages non-refundable.Read 15 Oct 2026 · wwm.worldsourcewealth.com
Historical enterprise pricing
Advisor.ca reported typical enterprise pricing of $25–$50 per client plan, varying by complexity and expected plan volume.Read 15 Oct 2026 · advisor.ca
Limit: enterprise focus
An independent 2026 review says the product is aimed at compliance-heavy enterprise buyers and may be too costly or heavyweight for smaller advisory firms.Read 15 Oct 2026 · b2bsalestools.com
Limit: implementation burden
The independent review characterizes implementation as longer than standalone AI tools because of compliance configuration and integration work.Read 15 Oct 2026 · b2bsalestools.com
Limit: learning curve
Advisor.ca says experienced Conquest users warn newcomers that the software is initially difficult and frustrating because of its complexity.Read 15 Oct 2026 · advisor.ca
Limit: narrower conversational AI
The same independent review says SAM’s deterministic engine is narrower than an LLM for open-ended advisor conversations.Read 15 Oct 2026 · b2bsalestools.com
Notable news: independent launch
InvestmentNews reported that Conquest opened a self-serve offering for independent advisors and partnered at launch with Jump, Morningstar, Schwab Advisor Services, TradePMR and Zocks.Read 15 Oct 2026 · investmentnews.com
Notable news: ISO certification
Conquest announced ISO/IEC 42001:2023 certification on September 29, 2026.Read 15 Oct 2026 · conquestplanning.com
Planning models
The platform supports self-directed, hybrid, and advisor-led planning through one engine.Read 4 Oct 2026 · conquestplanning.com
Planning scope
Conquest supports retirement, investment, insurance, tax, business succession, estate, corporate, and family trust planning.Read 4 Oct 2026 · conquestplanning.com
Planning speed
Conquest says advisors create plans in about 15 minutes on average compared with an industry average of 10 hours.Read 15 Oct 2026 · conquestplanning.com
Praise: customization
Advisor.ca reports that users can control summary detail, resize charts, apply branding and move disclaimer pages.Read 15 Oct 2026 · advisor.ca
Praise: live updates
Advisor.ca’s product comparison reports that Conquest recalculates live, helping users spot and correct errors during plan changes.Read 15 Oct 2026 · advisor.ca
Praise: strategy assistance
Advisor.ca describes SAM as ranking possible strategies so advisors edit a prepared plan instead of building every scenario from scratch.Read 15 Oct 2026 · advisor.ca
Rating on T3/Inside Information
9.29 out of 10 from nearly 3,000 financial-advisor survey respondents.Read 15 Oct 2026 · linkedin.com
SAM Guide
SAM Guide is an in-app AI assistant that answers questions and can perform tasks using only data in the firm’s Conquest instance.Read 15 Oct 2026 · conquestplanning.com
Security certifications
Conquest states that it maintains SOC 2 Type 2 and ISO/IEC 27001:2022, 27017:2015, 27018:2019 and 42001:2023 certifications.Read 15 Oct 2026 · conquestplanning.com
Security controls
The company says data is encrypted in transit and at rest and that it tests against WCAG 2.1 AA accessibility standards.Read 15 Oct 2026 · conquestplanning.com
Strategy coverage
SAM evaluates hundreds of strategies and lets advisors choose which recommendations to apply.Read 15 Oct 2026 · conquestplanning.com
Support and documentation
Support includes in-platform SAM Guide answers, a logged-in knowledge base, FAQ material, onboarding, training and ongoing assistance.Read 15 Oct 2026 · production.conquestplanning.com

Plans and prices

Independent advisor early-access trial Free Free for 14 days; waitlist and alpha access US-based certified independent advisors · typically teams of 10 or fewer · launch pending Read 15 Oct 2026 · production.conquestplanning.com
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 Read 4 Oct 2026 · conquestplanning.com
Enterprise wealth-firm deployment Priced on request Custom quote scoped to firm usage Plans priced by firm requirements rather than seats · customization · guided implementation · dedicated support · SSO and advanced controls Read 15 Oct 2026 · production.conquestplanning.com
Enterprise wealth firms Priced on request Custom quote; pricing scoped to firm needs, not per seat; page lists unlimited plans, seats and advisors Read 4 Oct 2026 · conquestplanning.com

Every Conquest plan and price →

Strong points and limits

Strong points

  • One engine supports self-directed, hybrid, and advisor-led planning.
  • Covers retirement, investment, insurance, tax, and estate planning.
  • Open two-way API connects with existing technology stacks.
  • MCP Server connects plan data to named assistants.
  • Enterprise support includes onboarding, migration, and training.

Limits

  • No free plan is listed for the product.
  • Independent-advisor 14-day trial is upcoming.
  • Pricing for enterprise firms is custom and not listed.
  • Wealthbox and portfolio reporting are still on the way.

Who it suits

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.

Conquest in depth

Read the full write-up

Conquest is financial planning software for advisors and wealth firms that need to work across multiple planning disciplines. It is best suited to US-based independent advisors and smaller boutique firms, while larger firms can pursue an enterprise deployment. Its broad scope and auditable outputs are compelling; the waitlist and upcoming trial make immediate evaluation harder for independent advisors.

Overview

Conquest’s Strategic Advice Manager (SAM) evaluates and ranks strategies, models life events, and responds to client questions. It combines a calculation engine with a proprietary AI expert system to produce deterministic, repeatable results that can be audited. That emphasis on consistency is useful for advice practices that need to explain and revisit recommendations, rather than tools built for a single calculation.

A single engine supports self-directed, hybrid, and advisor-led planning, covering retirement, investment, insurance, tax, business succession, estate, corporate, and family trust work. This range can serve firms whose advice spans many client needs; it may be more platform than necessary for practices focused on one narrow planning task.

Key features

Planning and modeling

Cash-flow modeling, goal planning, tax and insurance planning, investment planning, and scenario analysis address core advice workflows. The combination is useful when an advisor needs to compare strategies across changing circumstances. A firm choosing a specialist tool for only one of those jobs may not benefit from Conquest’s wider remit.

Connections and AI assistants

The independent-advisor offering lists Charles Schwab, TradePMR, held-away account aggregation, Zocks, and Jump as live at launch. Wealthbox and portfolio reporting are on the way, so firms that depend on either should account for that gap in their plans. An open two-way API can connect SAM to an existing technology stack or custom advisor and client experiences, making it relevant to firms that want to integrate planning into their own workflows.

The MCP Server connects plan data to Claude, ChatGPT, and Microsoft Copilot. Firms control access, and connections are authenticated. That provides a route to use assistants with planning data while keeping access under firm control.

Security and support

Conquest identifies 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. Its privacy safeguards may include security testing, vulnerability scans, passwords, encryption, firewalls, and secure coding frameworks. Enterprise pricing includes guided implementation, onboarding, data migration, team training, and a named success team with a 24/7 enterprise SLA, which is a substantial operational commitment for larger deployments.

Pricing

Independent advisors & RIAs: free. The waitlist is free, but the 14-day trial is upcoming, not currently a way to start evaluating the product. This offer targets US-based independent advisors and boutique firms, typically teams of 10 or fewer; it is a poor fit for advisors outside that audience or teams that need immediate access.

Enterprise wealth firms: custom quote, scoped to firm needs rather than per seat. The plan lists unlimited plans, seats, and advisors, making it the option for larger organizations that need scale and implementation support. Its custom pricing requires firms to seek a tailored quote rather than compare a fixed per-seat price.

There is no free plan. The self-serve offering's free waitlist should not be mistaken for an active free tier, and the upcoming trial means independent firms cannot yet rely on a 14-day evaluation period.

Platforms

Conquest supports web and API access. The API makes it possible to connect SAM to other systems or custom experiences; no mobile platform is specified among its supported platforms.

Who it's for

Conquest is aimed at certified US-based independent advisors and boutique firms, typically with 10 or fewer team members, as well as larger wealth firms considering an enterprise deployment. Its breadth suits practices that address several planning areas and want a consistent engine across self-directed, hybrid, or advisor-led models. A solo advisor outside the US, a larger team seeking self-serve access, or a firm unwilling to wait for trial access should look elsewhere.

Pros and cons

Pros: Broad planning coverage combines retirement, tax, insurance, investment, succession, estate, corporate, and trust work in one engine.

Pros: Deterministic, repeatable, auditable results support advice workflows where recommendations need to be consistent and reviewable.

Pros: Two-way API access and controlled connections to major AI assistants give firms options for fitting plan data into existing workflows.

Cons: Independent advisors face a free waitlist rather than immediate access, and the 14-day trial is upcoming.

Cons: The self-serve audience is limited to certified US-based independent advisors and boutique firms, typically no more than 10 people.

Cons: Wealthbox and portfolio reporting are still on the way, which may matter to firms that need those connections now.

Alternatives

MoneyGuide is a paid option with a 14-day trial and web, iOS, macOS, and Windows support. Its MyBlocks Individual plan costs $125 a month on an annual subscription, paid monthly, per advisor; choose it if that published individual pricing and platform range suit your practice better than Conquest’s waitlist and custom enterprise route.

FinStak offers a free plan and trial, with Android, iOS, and web support. Its Basic plan is $60 a month billed per user, or 70.00 USD month-to-month, plus a 500.00 USD setup fee, and is CRM-only; consider it when a free entry point or CRM is the priority rather than Conquest’s broad planning engine.

eMoney Advisor is a paid service with a free trial and Android, API, iOS, and web platforms. Its Pro plan has custom pricing based on organizational needs and includes cash-flow planning, CoPlanner, and a client portal; it may suit a firm seeking that combination and broader device support.

Fin365 is a paid, web-based alternative with a free trial.

RightCapital has a free trial and Android, iOS, and web support, with no free plan. Its Basic plan is $149.95 a year per advisor per month and requires an annual commitment for the first year; its listed scope includes retirement, tax, insurance, investment, estate, and business planning. Choose it if its published plan and platform range better match your needs.

Worksorted offers one licence with unlimited users and flexible functionality, at custom pricing; it is an alternative for firms that prefer that licensing model.

Xplan uses packages and modules selected to fit business requirements, with custom pricing; consider it if a modular package approach is preferable.

Redtail CRM is a paid CRM alternative with web, iOS, and Android support and a free trial; choose it if CRM is the priority.

See also the Financial Advisor Software and Financial Planning Software lists to compare more options.

Verdict

Conquest is the right choice for certified US-based independent advisors and boutique firms that need a broad, repeatable planning engine, or larger firms ready for an enterprise engagement. Its main advantage is the breadth of planning work SAM can handle with auditable outputs; its main drawback for independent advisors is that access begins with a waitlist and the trial is not yet available. Look elsewhere if you need to start evaluating now, fall outside its self-serve audience, or require a connection that is still on the way.

Verdict

Conquest specifies a broad planning scope and supports several planning models through SAM. Independent advisors should note that the listed waitlist is free while the 14-day trial is upcoming; enterprise pricing requires a custom quote.

Where Specifiction places it

Alternatives to ConquestAll alternatives →