Conquest vs Voyant
Conquest
conquestplanning.com
Voyant
planwithvoyant.comSide by side
| Figure | Conquest | Voyant |
|---|---|---|
| Price from | Free | $3/mo |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | — |
| Plans published | 4 | 8 |
| Spec score · Financial Advisor Software | 8.7 (#3) | 7.4 (#25) |
| Spec score · Financial Planning Software | 8.7 (#8) | 7.3 (#25) |
| Headquarters | Winnipeg, Manitoba, Canada | Austin, Texas, USA |
| 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. | Voyant says its API integrations and data aggregations support workflows from prospecting through advanced planning and reporting, and that it can integrate with any solution subject to demand, partner cooperation, and technical fit. |
| 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. | Voyant describes itself as a wealth management, financial planning, and visualization platform for financial advisers and their clients. |
| 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. | Voyant's security policy says production data is encrypted at rest with AES256 and traffic is encrypted in transit using TLS 1.2, AES256, and SHA2 signatures as supported by clients. |
| Support | Enterprise pricing includes guided implementation, onboarding, data migration, team training, and a named success team with a 24/7 enterprise SLA. | Voyant offers tutorials, webinars, documentation, a support team, and a help center with regional software resources and training videos. |
Plans
Conquest
- Independent advisor early-access trialFree
- Independent advisors & RIAsFree
- Enterprise wealth-firm deploymentPriced on request
- Enterprise wealth firmsPriced on request
Voyant
- Vault$3 a month
- AdviserGo — Auxiliary Users$50 a month
- White Labeling — service charge$60 a month
- ClientGo — additional bundles$75 a month
- ClientGo — 1st bundle$100 a month
- AdviserGo — Advisers$150 a month
- White Labeling — set-up fee$750, paid once
- SnapshotPriced 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.