Conquest

Conquest is financial planning software built around an advice engine for advisors and wealth firms. It is strongest for teams that need repeatable analysis across many planning disciplines, rather than a single-purpose calculator. Its broad scope and API are compelling, but independent advisors should weigh the US-only, small-firm audience against a waitlist and an upcoming trial.

Overview

Conquest’s Strategic Advice Manager (SAM) evaluates and ranks strategies, models life events, and answers client questions. A calculation engine and proprietary AI expert system produce deterministic, repeatable, auditable results. That combination suits advice workflows where consistency matters; firms should still decide whether its broad planning scope fits their practice.

The same engine supports self-directed, hybrid, and advisor-led planning. Its remit covers retirement, investment, insurance, tax, business succession, estate, corporate, and family trust planning. This breadth can consolidate work across client needs, though a firm looking for only one narrow planning function may not benefit from the full range.

Key features

Planning and modeling

Cash-flow modeling, goal planning, tax and insurance planning, investment planning, and scenario analysis cover several core advice tasks. Scenario analysis and life-event modeling are particularly relevant when advisors need to compare strategies; the breadth is less persuasive for a team that does not deliver cross-discipline advice.

Integrations and assistants

The independent-advisor offering includes Charles Schwab, TradePMR, held-away account aggregation, Zocks, and Jump as live at launch. Wealthbox and portfolio reporting are on the way, so practices that depend on either should not treat them as current integrations.

An open two-way API can connect SAM to an existing technology stack or custom advisor and client experiences. The MCP Server can connect plan data to Claude, ChatGPT, and Microsoft Copilot, with firm-controlled access and authenticated connections. These options offer flexibility for firms building connected workflows, but they also make access governance an important operational responsibility.

Security and support

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 policy describes safeguards that may include security testing, vulnerability scans, passwords, encryption, firewalls, and secure coding frameworks. Enterprise customers receive guided implementation, onboarding, data migration, team training, a named success team, and a 24/7 enterprise SLA—substantial support for a large deployment, but not a reason to assume the same service applies to the self-serve offer.

Pricing

Conquest has no free plan. The Independent advisors & RIAs plan is free for the waitlist; the 14-day trial is upcoming, not a current way to start evaluating the product. It targets certified US-based independent advisors and boutique firms, typically teams of 10 or fewer. The zero price therefore does not amount to immediate free access.

Enterprise wealth firms use custom pricing, scoped to firm needs rather than per seat. The plan lists unlimited plans, seats, and advisors, which may suit larger organizations with broad adoption, while custom pricing gives buyers no fixed cost to compare before requesting a tailored demo. Larger firms are directed to that route rather than the self-serve offering.

Platforms

Conquest is available on web and through an API. The API is useful to firms connecting planning capabilities to their own technology stack; readers seeking a dedicated mobile app should consider the alternatives below, which include mobile platforms.

Who it's for

Conquest is aimed at certified US-based independent advisors and boutique firms, typically with 10 or fewer people, as well as larger wealth firms pursuing an enterprise deployment. Its planning range and auditable outputs are most relevant to practices handling varied client needs. It is not a natural fit for independent advisors outside the stated audience or buyers who need an active trial before joining a waitlist.

Pros and cons

• Pro: One engine spans eight planning areas, making it relevant to firms whose client advice crosses retirement, tax, insurance, investments, and more.
• Pro: Deterministic, repeatable, auditable results support advice workflows that value consistent analysis.
• Pro: A two-way API and authenticated assistant connections allow firms to connect plan data to existing systems and selected AI assistants.
• Con: The independent-advisor offer is limited to certified US-based advisors and boutique firms, typically teams of 10 or fewer.
• Con: The 14-day trial is upcoming and the waitlist is the current free entry point, delaying practical evaluation.
• Con: Enterprise pricing is custom, so larger firms must request pricing tailored to their needs.

Alternatives

For a broader shortlist, browse Financial Planning Software or Financial Advisor Software.

• MoneyGuide is worth considering for advisors who prefer a $125 a month annual-subscription plan billed monthly, with access to 20+ blocks, rather than Conquest’s waitlist-based start.
• eMoney Advisor suits buyers seeking web, Android, iOS, and API platforms with a Pro plan whose pricing varies by organizational needs.
• RightCapital may appeal to advisors who want a stated Basic price of $149.95 a year, billed per advisor per month, with an annual first-year commitment.
• Xplan is an option for firms selecting packages and modules to fit business requirements, with custom pricing.
• ProjectionLab is a better fit for readers seeking a freemium option, including a free Basic plan for forecasting, financial planning, Monte Carlo simulations, historical backtesting, and flexible modeling.
• EVPro is another paid alternative available on web, iOS, Android, macOS, and Windows.
• Boldin offers a freemium Basic plan at no cost, including more than 100 inputs, two interactive explorers, 10+ charts, and Boldin AI up to five questions per day.
• NaviPlan is another paid option, available on the web.

Verdict

Conquest is best for certified US-based independent advisors and boutique firms that need a broad planning engine with auditable results, or larger wealth firms prepared for a custom enterprise engagement. Its breadth, API, and assistant connections are the main reasons to choose it; look elsewhere if you need immediate trial access, fall outside the self-serve audience, or require a stated enterprise price.