Conquest vs eMoney Advisor
Conquest
conquestplanning.com
eMoney Advisor
emoneyadvisor.comSide by side
| Figure | Conquest | eMoney Advisor |
|---|---|---|
| Price from | Free | — |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | Yes |
| Plans published | 4 | 3 |
| Spec score · Financial Advisor Software | 8.7 (#3) | 8.1 (#8) |
| Spec score · Financial Planning Software | 8.7 (#8) | 8.1 (#15) |
| Founded | LinkedIn states that Conquest was founded in 2018. | 2000 |
| Headquarters | Winnipeg, Manitoba, Canada | Radnor, Pennsylvania, United States |
| 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. | The integrations directory lists providers including Addepar, AdvicePay, Fidelity, Orion, Redtail, Schwab, Wealthbox, and YCharts. |
| 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. | eMoney is a financial planning platform built for financial advisors to deepen client engagement and support planning from goal conversations through advanced cash flow analysis. |
| 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. | eMoney says it uses TLS for connections, encrypted links for data transmission, geographically dispersed real-time data replication, and annual disaster recovery tests. |
| Support | Enterprise pricing includes guided implementation, onboarding, data migration, team training, and a named success team with a 24/7 enterprise SLA. | Client support is available Monday through Friday, 8:00 a.m. to 8:00 p.m. ET, and support is included with all products. |
Plans
Conquest
- Independent advisor early-access trialFree
- Independent advisors & RIAsFree
- Enterprise wealth-firm deploymentPriced on request
- Enterprise wealth firmsPriced on request
eMoney Advisor
- PlusPriced on request
- PremierPriced on request
- ProPriced on request
In their own words
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.
eMoney Advisor
eMoney Advisor is a financial planning platform for financial advisors, covering work from goal discussions through cash-flow analysis. Planning features vary by plan: Plus includes goals-based planning, Pro includes cash flow planning, and Premier includes both. CoPlanner analyzes client facts and produces strategies for an advisor to review and refine. Clients can use the Client Portal for updates and documents; Premier adds the Premium Client Portal, whose mobile app offers biometric support and notifications.
Other listed capabilities include account aggregation, spending and budgeting tools, business analytics, tax, investment, insurance and scenario planning. Its integrations directory names providers such as Addepar, AdvicePay, Fidelity, Orion, Redtail, Schwab, Wealthbox and YCharts. Enterprise offerings use APIs and aggregation tools. Pricing varies by organizational needs and is available on request; there is no free plan. A free trial can be requested using a form that asks for business contact and company information. The platform serves banks, broker-dealers and registered investment advisors.