Conquest vs FinStak
Conquest
conquestplanning.comFinStak
finstak.comSide by side
| Figure | Conquest | FinStak |
|---|---|---|
| Price from | Free | $60/mo |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | — |
| Plans published | 4 | 3 |
| Spec score · Financial Advisor Software | 8.7 (#3) | 8.1 (#9) |
| 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. | FinStak is a CRM built for financial advisory practices, based on Zoho’s CRM platform. |
| Security controls | The company says data is encrypted in transit and at rest and that it tests against WCAG 2.1 AA accessibility standards. | FinStak lists audit logs, two-factor authentication, regular data backups, and role and profile permissions. |
| 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 a Contact Help Desk option and says its Help Center is coming soon. |
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.
FinStak
FinStak is a CRM for financial advisory practices, built on Zoho’s CRM platform. It tracks leads through sales funnels and supports multiple pipelines and deal stages. Workflows can send email notifications, create tasks and update fields. Built-in email marketing provides templates, drip campaigns and one-off messages, with campaign delivery and read tracking. Users can embed forms to collect leads and send surveys whose responses appear in CRM contact records. Security controls listed include audit logs, two-factor authentication, regular backups, and role and profile permissions. Two free data backups per month are included, with options to choose their frequency and day. FinStak Projects adds Gantt charts, tasks, issues and milestones. Calendar and task syncing is listed for Microsoft365 and Google, and mobile apps are available for iOS and Android. A free plan and a 14-day trial are listed. Paid plans start at $60 a month, billed per user; Basic, Pro and Premier also list setup fees of $500, $1,000 and $2,000, respectively.