Most households never get a real plan — not because they didn’t want one, but because a plan traditionally took 10 hours, which had to be reserved for the wealthiest households.
Conquest changes that math: personalized, verifiable, and auditable plans in minutes. The clients you couldn’t afford to serve are now clients that help you grow.
Clients plan on their own, in your brand, on any device. The engine does the work — and clients of all types get the on-demand plans they’re looking for.
Self-directed
Focus on the client. Collaborative co-planning gives your advisors a complete view of every client, letting them deliver guidance at scale without sacrificing the personal relationship. SAM handles the analysis; your team handles the conversation.
advisor-led
Remove the manual burden, even for complex scenarios like legacy goals, multi-generational planning, and intricate tax scenarios. Traditional guidance, powered by Conquest's full planning engine, delivers robust functionality without the extra admin.
Full-service
By giving the context of the financial plan, on top of educating them about their investments, advisors can show they understand their clients' situation. It's an awesome opportunity to bolster clients' confidence and show them a path forward to achieving their financial goals.
Planning alone or sitting with an advisor, the same engine computes the plan: same math, same logic, and the same audit trail. With Strategic Advice Manager® (SAM), there’s no choosing between speed or security.
Meet sam
RIAs, broker-dealers, banks and credit unions. The model looks different in each — the platform flexes to match.
Headless from day one. Connect our advice engine to the systems your team already works in through MCP.
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See what one platform looks like built around your firm — any client, any model, one engine.
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