Conquest vs FinCalc
Conquest
conquestplanning.com
FinCalc
fincalc.co.ukSide by side
| Figure | Conquest | FinCalc |
|---|---|---|
| Price from | Free | — |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | Yes |
| Plans published | 4 | 0 |
| Spec score · Financial Planning Software | 8.7 (#8) | 7.6 (#18) |
| API | Conquest offers an open two-way API to connect SAM with an existing technology stack or custom-built advisor and client experiences. | An enterprise REST API supports OAuth 2.0 and bearer authentication; its documentation describes a general guide of up to 100 API calls per user licence per day and a hard limit of 400 requests per minute per IP address. |
| 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. | The Digital Engagement product includes custom digital fact finds, a white-labelled client portal, secure messaging, document uploads and CRM Lite activity tracking. |
| Headquarters | Winnipeg, Manitoba, Canada | Colchester, Essex, UK |
| 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 page lists DocuSign, intelliflo, Iress Xplan, Twenty7tec, Plannr, Curo (Time4Advice) and ZeroKey; Wealthcraft is marked “COMING SOON.” |
| 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. | FinCalc states that it holds ISO 27001:2022 accreditation and Cyber Essentials Plus certification. |
| Support | Enterprise pricing includes guided implementation, onboarding, data migration, team training, and a named success team with a 24/7 enterprise SLA. | FinCalc offers UK-based live chat during UK business hours, including co-browsing, and provides webinar training, guides and videos. |
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
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.