AdviceOS vs Conquest
AdviceOS
midwinter.com.au
Conquest
conquestplanning.comSide by side
| Figure | AdviceOS | Conquest |
|---|---|---|
| Price from | — | Free |
| Free plan | — | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| API | — | Yes |
| Plans published | 1 | 4 |
| Spec score · Financial Advisor Software | 7.5 (#19) | 8.7 (#3) |
| Founded | 2006 | LinkedIn states that Conquest was founded in 2018. |
| Headquarters | Sydney, Australia | Winnipeg, Manitoba, Canada |
| Integrations | Listed integrations include Class, Inherit Australia, Moneysoft, myprosperity, Omnium and Worksorted; Midwinter also says AdviceOS has an open API. | The independent-advisor launch lists Charles Schwab, TradePMR, held-away account aggregation, Zocks and Jump as live connections, with Wealthbox and portfolio reporting planned. |
| Product | AdviceOS is cloud-based financial planning software for client management, research, modelling, advice generation and compliance. | Conquest's Strategic Advice Manager (SAM) is a financial advice engine that evaluates and ranks strategies, models life events, and responds to client questions. |
| Support | Midwinter offers a Help Centre, video tutorials, live online training webinars and a support team that says it responds within three business days, Monday to Friday, 8:30am–6:00pm AEST. | Enterprise pricing includes guided implementation, onboarding, data migration, team training, and a named success team with a 24/7 enterprise SLA. |
Plans
Conquest
- Independent advisor early-access trialFree
- Independent advisors & RIAsFree
- Enterprise wealth-firm deploymentPriced on request
- Enterprise wealth firmsPriced on request
In their own words
AdviceOS
AdviceOS has no write-up on Specifiction yet; its figures are above.
Conquest
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.