Conquest vs myprosperity
Conquest
conquestplanning.com
myprosperity
myprosperity.com.auSide by side
| Figure | Conquest | myprosperity |
|---|---|---|
| Price from | Free | A$14.95/mo |
| Free plan | Yes | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | Yes |
| Plans published | 4 | 6 |
| Spec score · Financial Planning Software | 8.7 (#8) | 8.8 (#6) |
| Company identity | LinkedIn lists the maker as Conquest, privately held, with 51–200 employees and headquarters in Winnipeg, Manitoba. | ABN Lookup lists Myprosperity Pty Ltd as an active Australian private company from 10 March 2011, with main business location Victoria 3122. |
| Founded | LinkedIn states that Conquest was founded in 2018. | 2011 |
| Headquarters | Winnipeg, Manitoba, Canada | The contact page gives the address Level 12, 15 William Street, Melbourne, Victoria 3000, Australia. |
| 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 integrations catalogue covers practice and document management, DocuSign, SMSF and fund feeds, direct banking or portfolio feeds, real-estate valuations and motor valuations. |
| 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. | The company says it uses 256-bit encryption and describes the service as read-only, with no ability to move money into or out of linked accounts. |
| Support | Enterprise pricing includes guided implementation, onboarding, data migration, team training, and a named success team with a 24/7 enterprise SLA. | The company offers support for rollout and technical issues through its Support team. |
| What it does | Conquest provides financial-planning and advice-delivery software for advisors, broker-dealers, banks, credit unions and other wealth firms. | myprosperity is a cloud client portal that lets households and financial professionals share information, communicate and manage financial data in one place. |
Plans
Conquest
- Independent advisor early-access trialFree
- Independent advisors & RIAsFree
- Enterprise wealth-firm deploymentPriced on request
- Enterprise wealth firmsPriced on request
myprosperity
- StarterFree
- ProA$14.95 a month
- ConnectA$279 a month
- EnhanceA$399 a month
- AccelerateA$749 a month
- Mobile FirstA$1,500 a month
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.
myprosperity
myprosperity is a client portal for accounting and financial advice firms to collaborate with clients across their financial lives. Firms can use provided templates or turn paper forms into branded digital forms, and every plan includes DocuSign signing. Rooms brings chat, document uploads, signing and collaboration among clients, staff and outside professionals together. Live data feeds can bring current information from banks, property, car, planning and investment platforms. Client tools include a live balance sheet, household profit and loss, budgeting, goal tracking, document storage and an Executor Kit. The portal is available on web, Android and iOS. The company describes the service as read-only, with no ability to move money into or out of linked accounts; it also says it uses 256-bit encryption, is ISO 27001 certified and supports multi-factor authentication. Starter is free, and Pro costs A$14.95 a month per user, excluding GST. Firm plans begin with Connect at A$279 a month, plus GST, on a 12-month commitment. Mobile First has a 24-month commitment.