Conquest
6.9#3 in financial advisor softwareFree planFree planWebAPI
VisitConquest vs Voyant
What both publish
| Fact | Conquest | Voyant |
|---|---|---|
| Headquarters | Winnipeg, Manitoba, Canada | Austin, Texas, USA |
| 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. | Voyant says its API integrations and data aggregations support workflows from prospecting through advanced planning and reporting, and that it can integrate with any solution subject to demand, partner cooperation, and technical fit. |
| 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. | Voyant describes itself as a wealth management, financial planning, and visualization platform for financial advisers and their clients. |
| 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. | Voyant's security policy says production data is encrypted at rest with AES256 and traffic is encrypted in transit using TLS 1.2, AES256, and SHA2 signatures as supported by clients. |
Conquest plans
- Independent advisors & RIAsFree
- Independent advisor early-access trialFree
- Enterprise wealth firmsPriced on request
- Enterprise wealth-firm deploymentPriced on request
Voyant plans
- Vault$3 a month
- AdviserGo — Auxiliary Users$50 a month
- White Labeling — service charge$60 a month
- ClientGo — additional bundles$75 a month
- ClientGo — 1st bundle$100 a month
- AdviserGo — Advisers$150 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 Voyant if…
Voyant suits financial advisers and firms managing complex client plans across tax, investments, insurance, goals, and wealth transfer. ClientGo and Vault also suit practices that need controlled client collaboration and document sharing.