Conquest
6.9#7 in financial advisor softwareFree planFree planWebAPI
VisitConquest vs Redtail CRM
Redtail CRM
7.7#2 in financial advisor softwareAndroidiOSWebAPI
VisitWhat both publish
| Fact | Conquest | Redtail CRM |
|---|---|---|
| Founded | LinkedIn states that Conquest was founded in 2018. | 2003 |
| Headquarters | Winnipeg, Manitoba, Canada | Omaha, Nebraska, 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. | Redtail advertises more than 100 integrations and names Orion, Schwab, and eMoney among its connected tools. |
Conquest plans
- Independent advisor early-access trialFree
- Independent advisors & RIAsFree
- Enterprise wealth-firm deploymentPriced on request
- Enterprise wealth firmsPriced on request
Redtail CRM plans
- Launch$39 a year
- Growth$59 a year
- Launch — annual billing$39 a month
- Launch — monthly billing$45 a month
- Growth — annual billing$59 a month
- Growth — monthly billing$65 a month
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 Redtail CRM if…
It suits advisers and teams looking for a CRM with pipeline visibility, email sync, and marketing automation. Larger teams and advisor networks can consider the customizable Enterprise plan.