Conquest vs Libretto
Conquest
conquestplanning.comLibretto
libretto.ioSide by side
| Figure | Conquest | Libretto |
|---|---|---|
| Price from | Free | — |
| 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) | 7.0 (#28) |
| Headquarters | Winnipeg, Manitoba, Canada | Los Angeles, California, 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. | Libretto says it syncs market data, balance sheet assets, liabilities, and other client information, but does not name specific integration partners on this page. |
| Privacy | The privacy policy says safeguards may include security testing, vulnerability scans, passwords, encryption, firewalls, and secure coding frameworks. | Libretto says it does not sell user information and restricts access to employees and agents who help provide its services. |
| 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. | Libretto is a total wealth financial planning platform for RIAs, financial advisors, and family offices. |
| 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. | Libretto describes safeguards including cybersecurity risk assessments, multifactor authentication, least-privilege access, encryption, system monitoring, and incident response and recovery. |
| Support | Enterprise pricing includes guided implementation, onboarding, data migration, team training, and a named success team with a 24/7 enterprise SLA. | The Advisor Success Program includes a dedicated onboarding specialist, proactive support, and the Mert AI assistant. |
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.