Conquest vs intelliflo office
Conquest
conquestplanning.comintelliflo office
intelliflo.comSide by side
| Figure | Conquest | intelliflo office |
|---|---|---|
| Price from | Free | — |
| Free plan | Yes | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | Yes |
| Plans published | 4 | 1 |
| Spec score · Financial Advisor Software | 8.7 (#3) | 7.2 (#27) |
| API | Conquest offers an open two-way API to connect SAM with an existing technology stack or custom-built advisor and client experiences. | The intelliflo office API provides more than 250 endpoints for connecting other systems. |
| Headquarters | Winnipeg, Manitoba, Canada | London, 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 intelliflo store offers more than 140 integrations, including provider feeds, cashflow modelling and financial-planning tools. |
| Support | Enterprise pricing includes guided implementation, onboarding, data migration, team training, and a named success team with a 24/7 enterprise SLA. | Customers can use intelliflo connect for live chat, community discussions and support cases, or call the support team on 0330 102 8400. |
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.
intelliflo office
intelliflo office has no write-up on Specifiction yet; its figures are above.