Overview

Conquest’s Strategic Advice Manager (SAM) evaluates and ranks strategies, models life events, and responds to client questions. It combines a calculation engine with a proprietary AI expert system to produce deterministic, repeatable results that can be audited. That consistency is valuable in advice workflows where recommendations need a clear analytical basis, although firms should assess whether the platform’s wide remit matches their practice.

One engine supports self-directed, hybrid, and advisor-led planning. Its coverage spans retirement, investment, insurance, tax, business succession, estate, corporate, and family trust planning. Cash-flow modeling, goal planning, scenario analysis, a client portal, tax, insurance, and investment planning round out the core capabilities, making Conquest more compelling for firms handling varied client needs than for teams seeking one narrow planning function.

Key features

Integrations and extensibility

The independent-advisor offering includes Charles Schwab, TradePMR, held-away account aggregation, Zocks, and Jump as live integrations at launch. Wealthbox and portfolio reporting are on the way, so firms that depend on either should account for that timing. An open two-way API lets firms connect SAM to an existing technology stack or build advisor and client experiences around it.

AI assistants and security

The MCP Server can connect plan data to Claude, ChatGPT, and Microsoft Copilot, with firms controlling access and authenticated connections. That offers a route to assistant-based workflows without surrendering connection control. 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. Its privacy safeguards may include security testing, vulnerability scans, passwords, encryption, firewalls, and secure coding frameworks.

Pricing

Conquest is paid, with no free plan. Independent advisors and RIAs have a free waitlist option; the 14-day trial is upcoming. The offer is for US-based independent advisors and boutique firms, typically teams of 10 or fewer. The waitlist costs nothing, but it does not provide the same immediate access as an active trial.

Enterprise wealth firms receive custom pricing, scoped to firm needs rather than per seat. The enterprise offer lists unlimited plans, seats, and advisors, and includes guided implementation, onboarding, data migration, team training, a named success team, and a 24/7 enterprise SLA. This is the better fit for larger organizations needing deployment and ongoing support, but firms must request tailored pricing rather than compare a published rate.

Platforms

Conquest supports web and API access. That combination suits firms that want browser-based planning or need to integrate SAM with their own systems and experiences.

Who it's for

The self-serve path is aimed at certified US-based independent advisors and boutique firms, typically with teams of 10 or fewer. Larger firms are directed to request a tailored demo and can consider the enterprise package. Conquest 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, but the self-serve eligibility remains narrower than that broader company footprint.

Pros and cons

Broad planning coverage: Retirement, tax, insurance, investment, estate, business succession, corporate, and family trust work can sit within one engine.
Repeatable, auditable output: Deterministic results support advice processes where consistency and reviewability matter.
Flexible integration: A two-way API and assistant connections can fit firms building around an existing stack, while some integrations remain upcoming.
Restricted independent-advisor access: The waitlist is free, but the trial is upcoming and the self-serve offer is limited to eligible US-based small practices.
Enterprise costs require a request: Tailored pricing and support suit larger deployments, but there is no published figure for straightforward budget comparison.

Alternatives

For a wider comparison, see Financial Advisor Software and Financial Planning Software.

Fin365 is another paid web platform with a free trial.
FinStak is a fit for buyers who want a freemium option and mobile apps as well as web access; its Basic plan is 60.00 USD per month billed at $60 /user/month, with a $70 month-to-month rate and a $500 setup fee, and is CRM Only.
MoneyGuide is worth considering for teams seeking iOS, macOS, web, and Windows access; its MyBlocks Individual plan is 125.00 USD per month, billed as an annual subscription paid monthly, per advisor.
eMoney Advisor offers Android, iOS, web, and API platforms, with Pro pricing varying by organizational needs and a contact-for-estimate model.
One Adviser may fit teams seeking defined seat pricing: its Client Service / Admin seat is 29.00 AUD per month, billed at $29/seat/mo, and includes 20 AI queries/mo but no advice authoring or AI engine.
RightCapital is another paid option with Android, iOS, and web access; its Basic plan is 149.95 USD per year, billed per advisor per month, and requires an annual commitment for the first year.
Redtail CRM is an alternative for buyers comparing paid CRM software with web and mobile access.
Snap Projections is another paid web and API option to compare for planning needs.

Verdict

Conquest is a strong choice for certified US-based independent advisors and boutique firms that want repeatable, auditable strategy analysis across multiple planning areas, and for larger firms able to pursue an enterprise deployment. Its broad planning engine and extensibility are the main reasons to choose it; look elsewhere if you need immediate self-serve access, fall outside the independent-advisor eligibility, or need published enterprise pricing.

	Conquest	Verra for Advisors
Free plan		No
Free trial	Yes	Yes
Paid from		$24.92/mo
Platforms	api, Web	Web
Free plan	No	No
Client portal	Yes	Yes
Cash-flow modeling	Yes
Goal planning	Yes
Tax planning	Yes
Scenario analysis	Yes
Insurance planning	Yes
Investment planning	Yes
Proposal generation		Yes
Document vault		Yes
Billing and invoicing		Yes

Conquest vs Verra for Advisors

Conquest

Verra for Advisors