Conquest vs MoneyGuide
Conquest
conquestplanning.com
MoneyGuide
moneyguidepro.comSide by side
| Figure | Conquest | MoneyGuide |
|---|---|---|
| Price from | Free | $10.42/mo |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | — | Yes |
| API | Yes | Yes |
| Plans published | 4 | 15 |
| Spec score · Financial Advisor Software | 8.7 (#3) | 8.9 (#2) |
| Spec score · Financial Planning Software | 8.7 (#8) | 8.9 (#5) |
| Founded | LinkedIn states that Conquest was founded in 2018. | 2000 |
| Headquarters | Winnipeg, Manitoba, Canada | Powhatan, Virginia, 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. | The integration catalog covers CRM, custodians, account aggregation, portfolio analytics, data gathering, risk tolerance and client-portal providers. |
| Security controls | The company says data is encrypted in transit and at rest and that it tests against WCAG 2.1 AA accessibility standards. | The company states that its Richmond, Virginia data center is annually SSAE-18 SOC 2 Type II audited, uses TLS, firewalls, intrusion detection and encrypted backups. |
| Support | Enterprise pricing includes guided implementation, onboarding, data migration, team training, and a named success team with a 24/7 enterprise SLA. | Customer service is available by phone, email and chat Monday through Thursday 9 AM–6 PM ET and Friday 10 AM–6 PM ET. |
| What it does | Conquest provides financial-planning and advice-delivery software for advisors, broker-dealers, banks, credit unions and other wealth firms. | MoneyGuide is web-based financial-planning software for advisors using goal-based plans, risk management, asset allocation and lifetime-income analysis. |
Plans
Conquest
- Independent advisor early-access trialFree
- Independent advisors & RIAsFree
- Enterprise wealth-firm deploymentPriced on request
- Enterprise wealth firmsPriced on request
MoneyGuide
- MyBlocks Individual$125 a year
- MyBlocks Individual$125 a month
- Client Portal with MX$400 a year
- Client Portal with Yodlee$400 a year
- MX add-on$400 a year
- Yodlee Client Portal add-on$400 a year
- Dash$500 a year
- Dash add-on$500 a year
- MyBlocks$600 a year
- MyBlocks add-on$600 a year
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.
MoneyGuide
MoneyGuide is financial planning software from Envestnet for financial advisors helping clients work toward lifetime financial goals. It supports goal-based, asset-allocation, and lifetime-income plans, including Monte Carlo simulations on a single income stream. Advisors and clients can collaborate online with view-only or update-all sharing permissions. Planning tools cover retirement, college, estate, insurance needs, risk management, taxes, and Social Security. What-if scenarios and stress tests can model changes in market returns, inflation, taxes, and longevity. Clients can link accounts through MX or Yodlee; listed integrations also include Redtail and Wealthbox. The company says it does not collect or store Social Security, credit card, or account numbers, and that client data is encrypted in transit. MoneyGuide is web-based and compatible with Windows PCs, Macs, iPads, and iPhones. It is non-transactional, so clients cannot access, move, or withdraw funds through the application. A MyBlocks trial lasts 14 days, requires no credit card, and expires automatically. Listed annual subscriptions include MoneyGuide at $2,000 a year per advisor; applicable state and local taxes are not included.