Conquest
6.9#7 in financial advisor softwareFree planFree planWebAPI
VisitConquest vs MoneyGuide
MoneyGuide
7.7#1 in financial advisor softwareiOSWebAPImacOS
VisitWhat both publish
| Fact | Conquest | MoneyGuide |
|---|---|---|
| Founded | LinkedIn states that Conquest was founded in 2018. | 2000 |
| Headquarters | Winnipeg, Manitoba, Canada | Powhatan, Virginia, United States |
| Integrations | The independent-advisor launch lists Charles Schwab, TradePMR, held-away account aggregation, Zocks and Jump as live connections, with Wealthbox and portfolio reporting planned. | The integration catalog covers CRM, custodians, account aggregation, portfolio analytics, data gathering, risk tolerance and client-portal providers. |
Conquest plans
- Independent advisor early-access trialFree
- Independent advisors & RIAsFree
- Enterprise wealth-firm deploymentPriced on request
- Enterprise wealth firmsPriced on request
MoneyGuide plans
- MyBlocks Individual$125
- Client Portal with Yodlee$400 a year
- Yodlee Client Portal add-on$400 a year
- MX add-on$400 a year
- Client Portal with MX$400 a year
- Dash$500 a year
Pick Conquest if…
Conquest suits certified US-based independent advisors and boutique firms, particularly those with teams of 10 or fewer. Larger firms are directed to request a tailored demo.
Pick MoneyGuide if…
It suits financial advisors who need to create goal-based plans and collaborate with clients online. Its retirement, tax, insurance, and scenario tools may also fit advisors with varied planning needs.