Conquest

Overview

Conquest is financial planning software built around Strategic Advice Manager (SAM), an engine for evaluating advice strategies and modeling client situations. It is best suited to certified US-based independent advisors and boutique firms, with a separate enterprise path for larger wealth firms.

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, so firms can address different advice models without switching planning systems. Its range is substantial, although firms that need only a narrow planning tool may find less reason to choose a broad platform.

Key features

Planning and analysis

Conquest covers retirement, investment, insurance, tax, business succession, estate, corporate, and family trust planning. Cash-flow modeling, goal planning, and scenario analysis add ways to compare plans and explore life events. That breadth suits practices handling varied client needs; it is less compelling for teams focused on a single calculation or planning specialty.

Connections and AI assistants

An open two-way API can connect SAM to an existing technology stack or custom advisor and client experiences. The independent-advisor offering lists Charles Schwab, TradePMR, held-away account aggregation, Zocks, and Jump as live at launch; Wealthbox and portfolio reporting are on the way. Firms that rely on the latter should not treat them as current integrations.

The MCP Server connects plan data to Claude, ChatGPT, and Microsoft Copilot. Firms control access and connections are authenticated, making this more suited to organizations that want governed assistant connections than to those seeking an unrestricted AI workflow.

Security and support

Conquest cites 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. Enterprise pricing includes guided implementation, onboarding, migration, team training, a named success team, and a 24/7 enterprise SLA—a meaningful package for firms that need deployment support.

Pricing

Conquest is paid software with custom pricing rather than a published standard subscription. The self-serve offering for independent advisors and RIAs currently presents a free waitlist; its 14-day trial is upcoming, so there is no immediate free plan or trial to start. It targets certified US-based independent advisors and boutique firms, typically teams of 10 or fewer.

Enterprise wealth firms receive a custom quote scoped to firm needs rather than per seat. The plan lists unlimited plans, seats, and advisors, alongside the implementation and support services described above. Larger firms are directed to request a tailored demo. The scale-based approach may suit a firm that needs many advisors or seats, but prospective buyers must request pricing to assess fit.

Platforms

Conquest supports web access and an API. The API is the route for connecting SAM with other systems or custom-built advisor and client experiences.

Who it's for

Conquest is a strong fit for certified US-based advisors and small boutique practices that handle multiple planning disciplines and value repeatable, auditable recommendations. Larger wealth firms may find the enterprise offer and implementation support more appropriate. It is not the immediate choice for advisors outside the stated self-serve audience, or for anyone who needs a trial now before joining a waitlist.

Pros and cons

Pros

• Broad planning scope: retirement, tax, investment, insurance, estate, succession, corporate, and family trust needs can sit within one engine.
• Auditable outputs: deterministic, repeatable results suit advice workflows where consistent strategy evaluation matters.
• Flexible connections: a two-way API and controlled, authenticated assistant connections allow integration with firm systems and selected AI assistants.
• Enterprise capacity: unlimited plans, seats, and advisors, plus a named success team and 24/7 SLA, address larger-firm deployment needs.

Cons

• Access friction for smaller firms: the independent-advisor route is a free waitlist, and its 14-day trial is upcoming rather than currently available.
• Narrow self-serve eligibility: the offering is aimed at certified US-based independent advisors and boutique firms, typically no more than 10 people.
• Custom pricing: both the enterprise route and overall pricing require a quote, making cost comparisons difficult before contacting sales.
• Some integrations are pending: Wealthbox and portfolio reporting are described as on the way, not live at launch.

Alternatives

For a broader comparison, browse Financial Advisor Software or Financial Planning Software.

• FinStak is a better fit for buyers seeking a freemium option with Android, iOS, and web access; its listed Basic plan is $60 a month, billed at $60 /user/month, with a $70 month-to-month option and a $500 setup fee, and is CRM Only.
• Xplan suits firms that want to select a package and modules around business requirements and are comfortable contacting Iress for pricing.
• AdvisorEngine CRM is worth considering when CRM is the priority: its listed plan is $69 a year, billed per user, per month and annually, with a three-user minimum, all features, priority support, and unlimited document storage.
• Fin365 is a paid web-based alternative with a free trial.
• Fiducio is a free web-based alternative with a free plan.
• MoneyGuide may suit advisors seeking an annual subscription paid monthly: its MyBlocks Individual plan is $125 a month per advisor and includes access to 20+ blocks.
• Advyzon is another paid, web-based option.
• Orion Portfolio Accounting is an alternative for firms considering portfolio accounting alongside planning; its Foundation plan starts at $13,000 a year and includes billing and reporting, Orion Planning, and a client portal and mobile app.

Verdict

Choose Conquest if your advisory practice needs one engine for varied planning work and places a premium on repeatable, auditable strategy analysis. Its API, controlled assistant connections, and enterprise support strengthen the case for firms with integration and deployment needs. Look elsewhere if you need an immediately available trial, fall outside the US independent-advisor audience, or need a clear subscription price before engaging the vendor.