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Your advisors already lean on AI to prep for meetings and field client questions. A general-purpose chatbot will answer with confidence, even when it's wrong. In regulated advice, that's a liability, not a quirk.
Our MCP (Model Context Protocol) server connects that same AI to the client's real plan, so every number is computed by Strategic Advice Manager® (SAM) and reviewed by your advisor.
“One of the core tenets of our strategy is to lead with holistic advice, because we believe that's essential to help clients live healthier lives and achieve lifetime financial security. Through OnePlan powered by Conquest, advisors are now equipped to build financial roadmaps with our clients that help them through their life journey and evolve as their needs change.”
A client meeting starts in 30 minutes. Ask your AI to summarize the client's KPIs, retirement goals, and flagged gaps. Walk in prepared, without logging into a separate app.
Meet sam
A client asks what retirement looks like at 60 instead of 65. Check the plan data and answer on the spot, no follow-up needed.
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Review, apply, or adjust a client's strategies just by asking, with advisor confirmation, without clicking through multiple screens.
Get startedEvery firm feels pressure to leverage AI without the risk of betting on the wrong tool. Our MCP server can be thought of as a USB-C port for AI; it lets the tools your team already uses pull real plan data from Conquest. Every number is computed by SAM, our AI expert system and calculation engine, which traces to the rule, rate, or assumption behind it.
Every answer rests on numbers that hold up in a compliance review and in front of a client.
Use the AI assistant you already run, whether that's Claude, ChatGPT, or your own. Nothing new to learn.
Connect the agent you choose today and swap it tomorrow. The deterministic engine underneath doesn't change, so there's no lock-in.
Ask in plain language, the way you'd ask a colleague: "Summarize this household's retirement readiness." The MCP server pulls the real figures from Conquest: Income, goals and gaps — all computed by SAM. Same question, same answer every time, and applied by the advisor.
Advisors using our platform create financial plans in about 15 minutes on average compared to the industry average of 10 hours.
That speed comes from SAM automatically surfacing relevant strategies, so advisors no longer build every plan from scratch. Firms also tell us they see a 4x increase in the number of plans their advisors create each year.
Deterministic means the same inputs always produce the same outputs; no randomness, no hallucination, no black-box generation.
For regulated financial institutions, that matters. You and your compliance team can always trace exactly why a strategy was recommended and confirm it was calculated correctly.
No. SAM is a proprietary deterministic calculation engine that does not contain or support an algorithm that learns and adapts.
SAM is an expert system under the broad category of “Artificial Intelligence,” but it is a deterministic calculation engine or AI expert system. It is not an LLM or generative AI like the models from OpenAI, Anthropic and others; gen AI models can produce a slightly different response every time.
Strategies are fully encapsulated financial planning opportunities, represented as data-driven changes that can be consistently applied and evaluated.
Each strategy is guard-railed based on the relevant jurisdiction’s income tax rules, regulatory compliance, and cash flow affordability and personal preferences.
No. Because SAM is a calculation engine, any error is systematic and discoverable and not random.
You can re-run the same inputs and get the same output every time. That’s fundamentally different from generative AI or popular LLMs, where errors are unpredictable and can appear in different forms each time.
The firm has pioneered human-centric advice through transformative programs such as Building the Behavioral Advisor and the Foundations of Behavioral Advice, and received the 2024 WealthManagement.com “Wealthie” award for the industry’s most disruptive firm.
Conquest Planning, or Conquest, is a leading financial planning software company, built to help firms deliver advice across the full spectrum, from digital to hybrid to traditional advisor-led engagements.
At the heart of our platform is our proprietary AI expert system, Strategic Advice Manager (SAM), which pairs an auditable, deterministic calculation engine with intelligent, AI-enhanced features so advisors can build better plans, serve more clients, and grow their practice.
SAM is Conquest's proprietary planning engine.
It is an AI expert system that analyzes each client's complete financial picture and surfaces ranked, actionable strategies. Unlike generative AI, SAM is a deterministic calculation engine: It produces auditable, repeatable results based on codified financial planning best practices.
Our primary differentiator is our deterministic, auditable AI engine. Every recommendation is traceable and defensible, unlike black-box generative AI.
Beyond that, we cut plan creation time from an industry average of 10 hours to roughly 15 minutes, help advisors produce 4x more plans per year, support all three delivery models (digital, collaborative, and traditional) on a single platform, and give leadership and compliance teams firm-wide analytics.
SAM is built leveraging a problem-solving architecture known as the “Blackboard System,” where each codified strategy is tested, ranked, and prioritized against a client’s current financial situation.
SAM also considers goals entered, financial planning best practices, risk tolerance and planning preferences in the ranking and prioritization.
We take an agnostic approach to product functionality and enhancements so that all regions benefit from our continual improvements through a monthly release lifecycle.
We pride ourselves on our ability to stay ahead of market needs.
