Independent advisor early-access trial
Free
US-based certified independent advisors · typically teams of 10 or fewer · launch pending
Checked 15 Oct 2026
Plans and prices
Conquest pricing
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
Checked 4 Oct 2026
Enterprise wealth-firm deployment
Priced on request
Plans priced by firm requirements rather than seats · customization · guided implementation · dedicated support · SSO and advanced controls
Checked 15 Oct 2026
Enterprise wealth firms
Priced on request
Custom quote; pricing scoped to firm needs, not per seat; page lists unlimited plans, seats and advisors
Checked 4 Oct 2026