Advisors can get started right away while enterprises access a platform built for workflows, scale, and security.
The wealth industry’s only verifiable AI financial advice engine will soon be available risk-free to independent advisors through a free trial. Join the waitlist to be first in line and to help shape what we build next.
Sign up in seconds to start planning in minutes.
We'll email you the moment your experience is ready*
Access the same powerful engine, Strategic Advice Manager® (SAM), that 1,000+ firms already run on to power plans for any client — now for any sized firm.
SAM's expert calculation engine and AI expert system builds plans and ranks the best strategies, so what took you 10 hours can now take minutes.
Self-directed, hybrid or advisor-led, all from one engine. Serve every client the way they want to be served.
We’re already live in Alpha. The firms on the waitlist first help shape what ships next.
Over 2.4 million plans have been created across global enterprises, delivering the best pricing for your firm. Plans are scoped to your firm, not per seat.
Workflows, data model & UI shaped to your brand. White-label ready.
Onboarding, data migration & team training, delivered hands-on.
A named success team, 24/7 enterprise SLA, priority response.
SSO, advanced controls, unlimited plans, seats & advisors.
We do not price on access (i.e. per license or seat). We price by plan to align to the value of plans delivered, making continuous financial guidance economically scalable. You can buy a seat license for other tools, but if no one logs in then you have shelfware. Our price by plan methodology is aligned to outcomes and the growth of your firm.
A seat is one named user with login access to Conquest. Administrators, advisors, and support staff each count as a seat. Our pricing is not based on seats, but instead on what you actually use: Plan counts.
You can upgrade at any time — the cost difference is prorated for the remainder of your term. Downgrades take effect at your next annual renewal date.
Conquest Planning is SOC 2 Type II certified with AES-256 encryption at rest and in transit. Your client data is never shared with third parties or used to train external models.
Yes — every plan includes a 14-day free trial with no credit card required. You only enter billing information when you're ready to continue past the trial period.
We have special pricing for qualifying nonprofit and academic institutions. Contact our team to discuss eligibility and what's available for your organization.
Multi-year subscribers receive discounts off annual pricing and locked-in rates for the duration of their term.
Add your intro copy here.
We're rolling out our free 14-day trial experience to independent advisors. Tell us about yourself and we'll email you when the experience may be available for you.
