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No. 6 of 34 ·Financial Planning Software

Conquest

Web · API

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Freedom report

Two barsScore 6.4

  • Free tierA free tier is on its own pricing page
  • Open codeNo open-source code on record
  • Runs widely1 of 6 device platforms
  • DocumentedPlans, terms and facts published

Conquest is ranked #6 of 34 in financial planning software on Freedom251. It runs on API, Web. There is no free plan. A free trial is offered.

Conquest plans and pricing

All plans
Independent advisors & RIAs Free Waitlist is free; 14-day trial is upcoming; US-based independent advisors and boutique firms, typically teams of 10 or fewer conquestplanning.com · 4 Oct 2026
Enterprise wealth firms Not published Custom quote; pricing scoped to firm needs, not per seat; page lists unlimited plans, seats and advisors conquestplanning.com · 4 Oct 2026

Compared on financial planning software

Free plan
No
Client portal
Yes

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