Conquest vs Finjaro
Conquest
conquestplanning.comFinjaro
finjaro.comSide by side
| Figure | Conquest | Finjaro |
|---|---|---|
| Price from | Free | $50/mo |
| Free plan | Yes | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | — |
| Plans published | 4 | 1 |
| Spec score · Financial Planning Software | 8.7 (#8) | 7.4 (#22) |
| 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. | The site presents Finjaro as a product for financial advisers and says it is made by financial advisers for financial advisers. |
| Headquarters | Winnipeg, Manitoba, Canada | The site footer identifies Singapore. |
| 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. | Finjaro says data is encrypted with 256-bit AES and SSL/TLS is used during transfers. |
| Support | Enterprise pricing includes guided implementation, onboarding, data migration, team training, and a named success team with a 24/7 enterprise SLA. | The site lists [email protected] as its support contact. |
| What it does | Conquest provides financial-planning and advice-delivery software for advisors, broker-dealers, banks, credit unions and other wealth firms. | Finjaro describes itself as a financial planning platform made by financial advisers for financial advisers. |
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.