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Chat with the team behind the engine

Comparing software, scoping a rollout, or ready to see how we can help your advisors better serve clients — tell us where you are, and we’ll get you to someone ready to help.

sales@conquestplanning.com

OUR OFFICES

Where to find us

CANADA HQ

Manitoba

330 St Mary Ave 800
Winnipeg, MB R3C 3Z5
Canada

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UNITED STATES

New York

14 Wall St., 20th Floor
New York, NY 10005
United States

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UNITED KINGDOM

London

37th Floor, 1 Canada Square, Canary Warf,
London E14 5AA
United Kingdom

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Get in touch

TRUSTED ACROSS THE INDUSTRY

The names you already know count on us to power how they plan.

Two ways to start — pick the one that fits your firm.

FOR INDEPENDENT RIAS

Fewer than 10 advisors?

Pick a plan and start today. Try the Conquest engine on your own schedule

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FOR LARGER FIRMS

10 advisors or more?

See it built around your firm, on your data. We’ll walk you through it and scope the rollout.

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