Conquest

7.6easy start · #3 of 34
in Financial Planning Software

Free to practise onyes
Free trialyes
Well documentedyes
Runs where you worknot on record

Runs on api, Web.

Conquest is ranked #3 of 34 in financial planning software on The Geeks Club. 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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The record

Product: Conquest's Strategic Advice Manager (SAM) is a financial advice engine that evaluates and ranks strategies, models life events, and responds to client questions.
Engine: SAM combines a calculation engine and proprietary AI expert system and produces deterministic, repeatable, auditable results.
Planning models: The platform supports self-directed, hybrid, and advisor-led planning through one engine.
Planning scope: Conquest supports retirement, investment, insurance, tax, business succession, estate, corporate, and family trust planning.
Integrations: The independent-advisor offering lists Charles Schwab, TradePMR, held-away account aggregation, Zocks, and Jump as live at launch, with Wealthbox and portfolio reporting on the way.
API: Conquest offers an open two-way API to connect SAM with an existing technology stack or custom-built advisor and client experiences.
AI assistants: The MCP Server connects plan data to assistants including Claude, ChatGPT, and Microsoft Copilot; firms control access and connections are authenticated.
Security: The FAQ lists 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.
Privacy: The privacy policy says safeguards may include security testing, vulnerability scans, passwords, encryption, firewalls, and secure coding frameworks.
Support: Enterprise pricing includes guided implementation, onboarding, data migration, team training, and a named success team with a 24/7 enterprise SLA.
Audience: The self-serve offering is for certified US-based independent advisors and boutique firms, typically teams of 10 or fewer; larger firms are directed to request a tailored demo.
Company scale: 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.
Founded: 2018
Headquarters: Winnipeg, Manitoba, Canada

Where it ranks on The Geeks Club

Best Financial Planning Software in 2026#3 of 34
Best Financial Advisor Software in 2026#1 of 31

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Sources

conquestplanning.com· checked 4 Oct 2026
conquestplanning.com/resources/financial-planning-platform-f· checked 4 Oct 2026
conquestplanning.com/platform· checked 4 Oct 2026
conquestplanning.com/solutions/independent-advisors· checked 4 Oct 2026
conquestplanning.com/solutions/mcp· checked 4 Oct 2026
conquestplanning.com/privacy-policy· checked 4 Oct 2026
conquestplanning.com/pricing· checked 4 Oct 2026
conquestplanning.com/about· checked 4 Oct 2026