Side by side
Conquest vs FinStak
Both stand on financial advisor software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Free trial APIWeb
Conquest brings multiple planning modes and financial planning areas into one engine, with API connections and access-controlled links to AI assistants. Pricing is on request, and the independent-advisor offering is limited to certified US-based advisors and boutique firms.
Visit Conquest Free plan AndroidiPhoneWeb
FinStak brings lead tracking, marketing, forms, and project management features to a CRM for financial advisory practices. A free plan and 14-day trial are listed, while paid plans start at $60 a month per user and include setup fees.
Visit FinStakThe facts
| Conquest | FinStak | |
|---|---|---|
| Free plan | A free trial | Yes |
| Open source | No | Not published |
| Runs on | API, Web | Android, iPhone, Web |
| Lowest paid plan | Free or on request | Basic: $60 per user a month |
| Plans published | 4 | 3 |
| Maker | Not published | Not published |
| Website | conquestplanning.com | finstak.com |
| On financial advisor software | #4 of 31 | #1 of 31 |
Conquest: what it does well
- Supports self-directed, hybrid, and advisor-led planning.
- Covers retirement, tax, insurance, and estate planning.
- Open two-way API supports custom connections.
- Firms control access to connected AI assistants.
- Enterprise includes a named success team.
What to know first
- Pricing is available on request.
- No free plan is listed.
- The 14-day independent-advisor trial is upcoming.
- Self-serve targets certified US-based advisors and small teams.
FinStak: what it does well
- Tracks leads across multiple pipelines
- Includes email campaigns and embedded forms
- Offers audit logs and two-factor authentication
- Mobile apps are available for iOS and Android
What to know first
- Basic has a $500 setup fee
- Month-to-month Basic is $70 per user per month
- Help Center is listed as coming soon
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