Instead of Conquest
Conquest alternatives
Conquest brings strategy evaluation, life-event modeling, and client question responses together in its Strategic Advice Manager. Its calculation engine and proprietary AI expert system produce deterministic, repeatable, auditable results, while one engine supports self-directed, hybrid, and advisor-led planning. The scope spans retirement, investment, insurance, tax, business succession, estate, corporate, and family trust planning. An open two-way API and client portal support connections with advisor systems and client experiences.
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myprosperity
Free plan AndroidAPIiPhone+1Advisers seeking a collaborative client financial portal — myprosperity adds digital forms, document signing, live financial data feeds, and household tools, rather than Conquest's advice strategy engine.
Free plan · paid from 279/mo Visit site - 2
Betterment
Paid AndroidiPhoneWebIndividuals seeking guided investing and cash management — Betterment offers automated investing, cash products, and self-directed stock and ETF trading, rather than Conquest's multi-area advice planning engine.
Free plan · paid from $5/mo Visit site - 3
Boldin
Free plan AndroidAPIiPhone+1Households building personal financial plans — Boldin focuses on household planning with what-if scenarios and Monte Carlo stress tests, while Conquest serves self-directed, hybrid, and advisor-led advice.
Free plan · paid from $144/yr · 14-day trial Visit site - 4
Elements
Free plan AndroidiPhoneWebAdvisors tracking client financial health — Elements centers on 11-metric Financial Vitals, client scorecards, and progress reports rather than Conquest's strategy evaluation and broad planning scope.
Free plan · paid from $149/mo Visit site - 5
FE CashCalc
Free trial AndroidAPIiPhone+2UK advisers creating lifetime cashflow plans — FE CashCalc adds deterministic, stochastic, and gross cashflow modeling, over 35 calculators, and built-in mortgage and protection planning.
From £75/mo Visit site - 6
Pocket Risk
Free trial AndroidiPhoneWebAdvisors assessing clients' investment risk tolerance — Pocket Risk specializes in a customizable risk questionnaire, client risk reports, and model portfolio connections rather than broad financial planning.
14-day trial Visit site - 7
ProjectionLab
Free plan AndroidAPIExtension+2Individuals modeling personal and retirement scenarios — ProjectionLab adds Monte Carlo and historical simulations, tax tools, and international planning presets, but does not directly link financial accounts.
Free plan · paid from $129/yr · 7-day trial Visit site - 8
FinStak
Free plan AndroidiPhoneWeb - 9
Fiducio
Free plan Web - 10
eMoney Advisor
Free trial AndroidAPIiPhone+1 - 11
MoneyGuide
Free trial APIiPhoneMac+2 - 12
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AdvisorEngine CRM
Paid AndroidAPIExtension+3 - 14
Dynamic Planner
Paid AndroidAPIiPhone+1 - 15
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Income Lab
Free trial Web - 17
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RightCapital
Free trial AndroidiPhoneWeb - 19
Worksorted
Free trial AndroidAPIiPhone+1 - 20
AdviceOS
Paid Web - 21
One Adviser
Free trial Web - 22
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Fin365
Free trial Web - 24
Investwell Mint
Paid AndroidiPhoneWeb5.6 Visit site - 25
Meridian Planning
Free trial - 26
RazorPlan
Free trial Web - 27
Snap Projections
Free trial APIWeb - 28
intelliflo office
Paid APIWeb - 29
Practifi
Paid AndroidAPIiPhone+1 - 30
Verra for Advisors
Free trial Web - 31
Voyant
Free trial Web
A different product may fit better if you need a free plan, mobile apps, or a narrower service for household finances, investing, or adviser cash-flow work. Conquest has no general free plan, enterprise pricing is custom, and the self-serve offer is for US-based independent advisors and boutique firms. Its platforms are web and API rather than native mobile apps. As you compare, weigh whether you need a broad advice engine or focused tools, alongside geography, account connections, scenario modeling, client collaboration, and the price structure.
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