Conquest

What it does

Conquest is financial-planning software built around Strategic Advice Manager (SAM), a calculation engine and AI expert system. Advisors use it to assess a client’s financial picture, goals, risk tolerance and preferences; SAM calculates and ranks strategies, models life events and answers client questions. Recommendations are designed to be traceable to their inputs and reasoning. The platform supports advisor-led, hybrid and self-directed planning, with client-facing digital tools as well as advisor workflows.

The product is intended for independent financial advisors and RIAs, banks, credit unions, broker-dealers and other wealth firms. Firms can request a tailored demo; enterprise pricing is scoped to the firm rather than per seat. The direct self-serve offering is still in rollout: the official pricing page describes a waitlist and a forthcoming 14-day trial for certified, US-based independent advisors and boutique firms, typically teams of 10 or fewer. The general website also describes access to Conquest’s engine through Claude and MCP, with technical setup and plan prerequisites requiring confirmation. Pricing amounts are not published.

What it can do

• Analyze a client’s financial picture, goals, risk tolerance and planning preferences
• Calculate and rank financial strategies
• Model life events and answer client questions
• Produce recommendations traceable to inputs and reasoning
• Support advisor-led, hybrid and self-directed planning
• Provide firm-wide analytics

Works with

• Claude
• MCP

Before you choose

• The self-serve offering is not yet generally available; access is waitlist-based and initially aimed at certified US-based independent advisors and small firms, typically with 10 or fewer advisors.
• Enterprise pricing is custom and scoped to the firm; no numeric price is published.
• The source describes Claude and MCP availability but does not specify setup steps, plan eligibility or technical requirements.

Listed under

• Finance
• Banks and credit unions
• Behavioral coaching
• Compliance
• Financial advice
• Financial advisors
• Financial planning

Get started

1. Enterprise firms: submit the demo request form with firm and advisor details.
2. Discuss delivery model, integration requirements, client segments and implementation timeline with Conquest.
3. Independent advisors seeking self-serve access: join the waitlist; the page says the 14-day trial will be available when the experience launches.

No numeric recurring price or billing basis is published. Enterprise firms must request a custom quote. The self-serve page describes a free 14-day trial, not a recurring free tier; the trial experience has not launched.

Source: conquestplanning.com/pricing, checked 2 Nov 2026. Prices can change; check before you buy.

Sources for this overview

Product pages, documentation, and pricing checked 2 Nov 2026. Each source supports part of the overview; availability and prices can change.

• About Conquest: Our Story & Leadership - Conquest ↗conquestplanning.com
• Financial Planning Software & Verifiable AI - Conquest ↗conquestplanning.com
• Financial planning pricing for wealth firms & advisors - Conquest ↗conquestplanning.com
• Financial Planning Software & Verifiable AI - Conquest ↗conquestplanning.com
• Financial Planning Software Demo - Conquest ↗conquestplanning.com

Company website

conquestplanning.com: product, pricing and policy pages

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Social accounts

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Human review

Checked by a person

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manual_review

Last checked 2 Nov 2026. Every field keeps its source and date; unknown means we couldn’t confirm it.