Conquest vs Plutosoft
Conquest
conquestplanning.comPlutosoft
plutosoft.com.auSide by side
| Figure | Conquest | Plutosoft |
|---|---|---|
| Price from | Free | — |
| Free plan | Yes | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | — |
| Plans published | 4 | 0 |
| Spec score · Financial Advisor Software | 8.7 (#3) | 6.7 (#30) |
| Founded | LinkedIn states that Conquest was founded in 2018. | Plutosoft says it was founded in 2014 by financial planner and software engineer Lindsay Holland. |
| Headquarters | Winnipeg, Manitoba, Canada | The contact page lists Level 3, 3 Loftus Street, West Leederville, WA 6007, 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. | Listed platform data-feed partners include AUSIEX, BT, Colonial First State, HUB24, Macquarie, Netwealth, North and Praemium; integration partners include Annature, ClickSend, Morningstar and Office 365. |
| Privacy | The privacy policy says safeguards may include security testing, vulnerability scans, passwords, encryption, firewalls, and secure coding frameworks. | The privacy policy says customer access to information in their Plutosoft environments is controlled directly by the customer, with limited staff access for configuration, maintenance, support or account administration. |
| 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. | Plutosoft is end-to-end advice technology software designed for financial planning practices, guiding users from fact-find to advice delivery. |
| 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. | Plutosoft states that it is ISO 27001 certified and says it follows data-protection best practices. |
| Support | Enterprise pricing includes guided implementation, onboarding, data migration, team training, and a named success team with a 24/7 enterprise SLA. | Plutosoft says customers transition after onboarding to an Australia-based Service Desk and receive a dedicated Customer Success Manager. |
| What it does | Conquest provides financial-planning and advice-delivery software for advisors, broker-dealers, banks, credit unions and other wealth firms. | Plutosoft is an end-to-end advice technology platform for financial planning practices, guiding users from fact-find through advice delivery. |
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.
Plutosoft
Plutosoft has no write-up on Specifiction yet; its figures are above.